Kenneth Vercammen & Associates
Edison, NJ 08817
732-572-0500
Toll Free 1-877-NJLaws1
68 So. Main St,
Cranbury, NJ 08512
By Appointment Only
800-655-2977
ALL THE PAGES AND SECTIONS OF THIS FORM MUST BE COMPLETED PRIOR TO SEEING THE ATTORNEY. WRITE YOUR SPECIFIC QUESTIONS AT THE END OF THE LAST PAGE. PLEASE HELP YOURSELF TO THE FREE INFORMATION BROCHURES IN THE RECEPTION AREA.
PLEASE PRINT CLEARLY
Person for whom planning desired:
______________________________________________________
First Last
Street Address: ________________________________________
City ____________________ State ____ Zip Code _____________
Telephone Numbers: Cell: __________________________________
Day: ____________________ /Night: ________________________
E-mail address: __________________________________________
Referred By: ___________________________________________
Today's Date ___________________________________________
1. Name of person filling out this interview sheet, if different than above:
____________________________________________________________
2. Current address and phone for person whom Estate Planning is sought:
____________________________________________________________
____________________________________________________________
3. Relationship of person filling out this interview sheet, if not person needing planning:
____________________________________________________________
4. Special medical or financial needs of person, spouse and dependents:
____________________________________________________________
____________________________________________________________
____________________________________________________________
ASSETS
5. Stocks, bonds and other securities. How Registered. Approximate Amount of Each. (Joint - Survivorship - P.O.D. - Trust - Custodial) If none, write none:
____________________________________________________________
____________________________________________________________
____________________________________________________________
6. Real Estate: Location and General Description - Record Owners -
How and When Acquired, Estimated Value - Mortgages, Approximate Amount of Each: If none, write none:
____________________________________________________________
____________________________________________________________
____________________________________________________________
7. Bank and Savings & Loan Association Accounts: Savings - Time Cert. - Checking - other. How registered (Joint, Survivorship, Trust, Custodial)
If none, write none:
BANK APPROXIMATE AMOUNT BENEFICIARY
____________________________________________________________
____________________________________________________________
____________________________________________________________
8. Major Personal Effects: Including Furs, Jewelry, Art, Cash on Hand and other items of Substantial Value and the Approximate Amount of Each:
If none, write none:
____________________________________________________________
____________________________________________________________
____________________________________________________________
9. Other Investments: Nature and in What Names(s) Held and the Approximate Amount of Each:
If none, write none:
____________________________________________________________
____________________________________________________________
____________________________________________________________
10. Insurance policies, pensions, retirement and death benefits:
(Identification and beneficiary) If none, write none:
COMPANY AMOUNT OF POLICY BENEFICIARY
____________________________________________________________
____________________________________________________________
____________________________________________________________
11. Safe Deposit Box: Location and How Registered: If none, write none:
____________________________________________________________
12. Liabilities More Than $2,000.00: If none, write none:
____________________________________________________________
____________________________________________________________
____________________________________________________________
13. Estimated Gross Estate:
$_________________________________________________________
14. A. Is there a Will? _____ Did you bring a photocopy? ____
B. Is there a Power of Attorney? _____ Did you bring a copy? ____
C. Do You Have a Copy of the Deed? ________
D. Did You have/ bring a List of Assets? _________
15. PLEASE USE THIS PAGE TO WRITE YOUR SPECIFIC QUESTIONS FOR THE ATTORNEY:
____________________________________________________________
____________________________________________________________
____________________________________________________________
____________________________________________________________
____________________________________________________________
____________________________________________________________
ESTATE PLANNING
The estate may be subject to Federal Estate Taxation if the total of assets exceeds $200,000. If the assets exceed $2,000,000 and you desire estate planning to avoid or reduce your estate tax or require a Trust to protect a spouse, please advise Mr. Vercammen. A Standard Will is not designed to address estate tax issues. We do not do Tax Planning or Medicaid Planning.
[Estate Planning/Guardianship Form rev 1/18/07 Imac2}
The Law Office of Kenneth Vercammen can provide experienced attorney representation for criminal and motor vehicle violations. When your job or driver's license is in jeopardy or you are facing thousands of dollars in fines, DMV/MVC surcharges and car insurance increases, you need excellent legal representation. The least expensive attorney is not always the answer. Schedule a free in-office consultation if you need experienced legal representation in a traffic/municipal court matter.
Our website www.njlaws.com provides information on traffic offenses we can be retained to represent people. Our website also provides details on jail terms for traffic violations and car insurance eligibility points. Car insurance companies increase rates or drop customers based on moving violations. Call the Law Office of Kenneth Vercammen at 732-572-0500 to schedule a free in-office consultation to hire a trial attorney for Criminal/ DWI/ Municipal Court Traffic/ Drug offenses.
Celebrating 20+ years of providing excellent service to clients since 1985. We handle trials to win! 2nd degree black belt, trialthlete and member of state champion masters racing team. Always competitive!
Kenneth Vercammen & Associates, P.C.
at 732-572-0500
for an appointment