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Quest Couple

Spouse A

Home Address
Parents’ Name/Ages
Name
Age
 

Spouse B

Home Address
Parents' Names/Ages
Name
Age
 

Children

Children
Name
Address
Date of Birth
Spouse’s Name
 

Selecting the People Who Will Carry Out Your Estate Plan

In general, spouses select each other as the first person to serve and then they agree on a backup.

Executor: Person who “executes” your plan.

Guardian: Person responsible for minor children’s physical custody.

Trustee: Person responsible for any part of your estate left in trust.

Durable Power of Attorney: Your attorney-in-fact may act for you in your absence or inability.

Living Will (Health Care Directive): Authorizes removal of life support.

Financial Background

The requested information will allow us to calculate potential estate tax liability. Please be as accurate as possible, but figures do not need to be accurate to the penny. If calculations are necessary, show them on the back of this page. Please round to the nearest thousand.

IRAs, 401K, 403bs, etc.

Spouse A
Where (asset location)
Approximate Current Value
Spouse B
Where (asset location)
Approximate Current Value
Jointly
Where (asset location)
Approximate Current Value

Checking + Savings Accounts

Spouse A
Where (asset location)
Approximate Current Value
Spouse B
Where (asset location)
Approximate Current Value
Jointly
Where (asset location)
Approximate Current Value

Investments

Spouse A
Where (asset location)
Approximate Current Value
Spouse B
Where (asset location)
Approximate Current Value
Jointly
Where (asset location)
Approximate Current Value

Business you own (Please list)

Spouse A
Spouse B
Jointly Owned

Home (Please list)

Spouse A
Spouse B
Jointly Owned

Other real estate (Please list)

Spouse A
Spouse B
Jointly Owned

Life insurance (Please list)

Spouse A
Spouse B
Jointly Owned

Furniture & furnishings (approx. value)

Spouse A
Spouse B
Jointly Owned

Vehicles (approx. value)

Spouse A
Spouse B
Jointly Owned

Collections

Spouse A
Spouse B
Jointly Owned

Anything else of value

Spouse A
Spouse B
Jointly Owned
Total Assets

Liabilities

Anything else of value

Other mortgages

Loans

Other debts (credit cards, loans, etc.)

Total Liabilities
*(If you sold everything for cash, paid off your bills, this is the amount you would have left over)

Death Benefits

List all life insurance policies that you own, that you are a beneficiary of, or other plans that pay out at your death.
Death Benefits
Name of Policy or Plan
Death Benefit
Present Value
Beneficiary
 

Please provide the following information.

Pages

Peter Klenk is the founding member of Klenk Law, a seven-attorney boutique estate planning law firm. We serve clients in Pennsylvania and New Jersey. Peter Klenk received his Master’s in Taxation, LL.M., from NYU Law School and his J.D. from the University of Minnesota Law School. He served his country in the Navy JAGC during Desert Storm. Easy to talk to, feel free to call Peter for an appointment. We will make the process as easy as possible!

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Client Review

"I worked for Peter Klenk for 4 wonderful years. I can’t speak highly enough of everyone at the firm. Everyone truly cares about their clients and has a strong sense of responsibility to get things done right. I would highly recommend Klenk Law!"
Flora Novick
Client Review

Areas Served:

Philadelphia PA, Allentown PA, King of Prussia PA, Montgomery County PA, Bucks County PA, Doylestown PA, Jenkintown PA, Marlton NJ, Moorestown NJ

What Our clients are saying

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Cathy Goodwin

Very friendly and easy to work with - definitely a better experience than I've had with other lawyers! Peter is very detailed and thorough. I've worked on previous versions of my will with other lawyers, and he pointed out things they'd never mentioned. Fast turnaround and very responsive to emails and phone calls.

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Bill Kelly

I had a very good experience with Klenk Law Estate Planning group. The process was efficient, with excellent communication throughout at a reasonable cost. I highly recommend Peter Klenk and his team for your Estate Planning needs.

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Jim Yannessa

A very friendly knowledgeable experience. I would recommend and use them again.

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John Heward

Peter offers excellent service in a easy friendly atmosphere. Highly recommended!

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Wendy Charlap

We came to this firm based because of the online reviews we read and were not disappointed. Peter and the staff were a pleasure to work with - Peter was friendly, knowledgeable and patient with all our questions and the office staff were extremely responsive and efficient with all the scheduling and follow up needed to get us ready for the signing. We also like that all documents are housed in a portal that is easily accessible. Thank you to Peter and the team for helping us cross 'update estate planning documents' off our list.

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