Perkins and Zayed, P.C.   Attorneys and Counselors at Law  
     
 
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CONFIDENTIAL PERSONAL INFORMATION
Husband's Name:
Nickname:
Birthday
Employer:
Position:
Phone:
Wife's Name:
Nickname:
Birthday:
Employer:
Position:
Phone:
Date of Marriage:
Home Telephone:
 Fax:
Home Address:
City:
State:
   
Zip:
County of Residence:
Email Address:
Web Site:
CHILDREN/OTHER BENEFICIARIES
1 Beneficiary:
 Full Name:
Sex:
 Date of Birth:
/ / 		Marital Status:
Num. of Children:
 
2 Beneficiary:
 Full Name:
Sex:
 Date of Birth:
/ / 		Marital Status:
Num. of Children:
 
3 Beneficiary:
Full Name:
Sex:
 Date of Birth:
/ / 		Marital Status:
Num. of Children:
 
4 Beneficiary:
Full Name:
Sex:
 Date of Birth:
/ / 		Marital Status:
Num. of Children:
 
5 Beneficiary:
Full Name:
Sex:
 Date of Birth:
/ / 		Marital Status:
Num. of Children:
 
6 Beneficiary:
Full Name:
Sex:
 Date of Birth:
/ / 		Marital Status:
Num. of Children:
TRUSTEES
Name:
Relationship
(family, friend, institution):
Name:
Relationship
(family, friend, institution):
ADVISORS
Accountant, Financial Planner, Insurance Agent, etc.
Name:
 Telephone Number:
Name:
Telephone Number:
REFFERRED BY:
  • Are all of the above listed persons U.S. citizens?
  • Do any of your children or grandchildren require special attention?
    (Consider, for example, their educational, mental or physical needs.)
  • Did you and your spouse ever sign a pre or post marriage contract?
  • Have you or your spouse ever file a Federal Gift Tax Return?
 
   
 

 

DISCLAIMER
Confidential Use - Administration Use Only. No obligation, and does not imply representation by Perkins & Zayed P.C.

1751 South Naperville Road Suite 203, Wheaton, IL 60189
Phone:  630-665-2300    Fax:  630-665-4343    Email: mperkins@att.net