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Quest Partners

Partner A

Home Address
Parents’ Name/Ages
Name
Age
 
Children (Partner A)
Name
Date of Birth
Parent (A, B, or Both)
 

Partner B

Home Address
Parents' Names/Ages
Name
Age
 
Children (Partner B)
Name
Date of Birth
Parent (A, B, or Both)
 

Selecting the People Who Will Carry Out Your Estate Plan

In general, Partners 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.

IRAs, 401K, 403bs, etc.

Partner A
Where (asset location)
Approximate Current Value
Partner B
Where (asset location)
Approximate Current Value

Checking + Savings Accounts

Partner A
Where (asset location)
Approximate Current Value
Partner B
Where (asset location)
Approximate Current Value
Jointly Owned
Where (asset location)
Approximate Current Value

Investments

Partner A
Where (asset location)
Approximate Current Value
Partner B
Where (asset location)
Approximate Current Value
Jointly Owned
Where (asset location)
Approximate Current Value

Business you own (Please list)

Partner A
Partner B
Jointly Owned

Home (Please list)

Partner A
Partner B
Jointly Owned

Other real estate (Please list)

Partner A
Partner B
Jointly Owned

Life insurance (Please list)

Partner A
Partner B
Jointly Owned

Furniture & furnishings (approx. value)

Partner A
Partner B
Jointly Owned

Vehicles (approx. value)

Partner A
Partner B
Jointly Owned

Collections

Partner A
Partner B
Jointly Owned

Anything else of value

Partner A
Partner 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 the Insurance Company
Death Benefit
Current 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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Kate Parghi

Wonderful Experience working with the team

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Bill Cass

My wife and I were thoroughly satisfied. We had very clear explanations of complicated subjects.

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Anand Gupte

We worked with the firm to update our Estate Plan. The whole team made the process simple and easy. Thanks!

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Jack Daniels

Can't recommend Attorney Daniella Horn and paralegal Jackie Mettinger enough. They have been incredible to work with through the administration of my aunt's estate. They are knowledgable, patient, kind, and always quick to respond, and not to mention super affordable. Thank you so much for all of your hard work. I will definitely be recommending you to anyone who needs this type of help in the future.

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Marilyn Dolgoff

I worked with Daniella to settle my father’s estate. She was kind, efficient, knowledgeable, and made the entire process seamless. I highly recommend working with Daniella.

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