Limited Partnerships / General / Sole Proprietorships / N/A / / /
IndustryTerm
real estate / oil interests / / /
Position
Address Relationship INITIAL TRUSTEE / Financial Advisor Life Insurance Agent / Accountant / Trustee / General / COMPLETING THE PROPERTY INFORMATION CHECKLIST General / Address DISABILITY TRUSTEE / life insurance agent / ADVISORS Name Telephone Personal Attorney / /
ProvinceOrState
Texas / Nevada / New Mexico / Louisiana / California / Arizona / Idaho / Washington / /
ESTATE PLANNING WORKSHEET Hofer & Harris, A Professional Corporation Estate Planning and Administration USING THIS ORGANIZER WILL ASSIST US IN DESIGNING AN ESTATE PLAN THAT MEETS YOUR GOALS. ALL INFORMATION PROVIDED IS S