Your firm has met with William and Lillian Jones regarding their estate planning options. After hearing all of his options, Mr. Jones has decided that at this time, he is only interested in having a will prepared.for William Jones. Address the key issues in the Jones estate as outline in the rubric below.

The purpose of this Estate Planning Questionnaire ("Questionnaire") is to record information that will be used to estate plan, including, as necessary, a Will, Trust Agreement, Durable Power of Attorney, and Durable Power of Attorney-Health Care. All of the information is essential. Portions of it will be helpful in the administration of the estate or trust and, in some cases, is required for the preparation of tax returns.

Your time spent in accurately completing this Questionnaire will certainly save considerable time, effort and confusion later.

AttachedN/A

1.

Existing Wills, Trusts, & Powers of Attorney

2.

Most recent income tax return

3.

Business agreements and documents regarding interests in corporations, partnerships, limited liability companies, and sole proprietorships

4.

Deeds and land contracts

5.

Brokerage account statements

6.

Life insurance policies and annuities

1.

Attach additional sheets if necessary.

2.

Mark "N/A" by those items which are not applicable.

3.

Return to us at your earliest convenience.

4.

When describing your assets, use "J" for assets jointly owned and state the numbers of the joint owners, use "#1" for assets owned in Client #1's name alone (normally the husband in the case of a married couple) and use "#2" for assets owned in Client #2's name alone (normally the wife in the case of a married couple).

Section B. General Estate Planning Information (Continued)

Husband

WIFE

Full Legal Name: (including middle name)

William Bruce Jones

Lillian Ada Jones

Address:

3423 Lovely Lane, Howell, MI 48843

Same

County:

Livingston

Home Phone:

517.432.5432

Same

United States Citizen?

YesNo

YesNo

Social Security Number:

213-45-1234

123-56-3462

Date of Birth:

3/1/1972

6/6/1982

Employer:

Michigan Department of Corrections

Homemaker

Date of Marriage:

4/21/2009

Children of Client #1 and Client #2

Name

Address

Date of

Birth

Social

Security

Number

Phillip Allen Jones

Same as above

10/1/2009

352-54-6789

William Bruce Jones, Jr.

Same as above

7/4/2010

352-22-1222

Viola Mae Jones

Same as above

4/12/2011

352-33-2221

Section B. General Estate Planning Information (Continued)

Children by Prior Marriage

Name

Address

Children of Husband or Wife

Date

of

Birth

Social

Security

Number

Grandchildren

Name

Address

Name

of

Parents

Date

of

Birth

Social

Security

Number

Parents

Husband

WIFE

Father's Name

Charles Phillip Jones

Henry Anderson

Father's Address

2315 Buckingham Lane, Ann Arbor, MI

deceased

Father's Date of Birth

3/1/1950

3/26/1948

Mother's Name

Diana Spencer

Nancy Grace Middleton Travolta

Mother's Address

2315 Buckingham Lane, Ann Arbor, MI

231 Opportunity Way, Los Angeles, CA

Mother's Date of Birth

11/11/50

1/15/1962

Other Relatives

Name

Address

Relationship

Henry Jones

2317 Jones Place, Brighton, MI

Brother of Husband

Melissa Marie Alexander

7889 Booty Blvd., Bubank, CA

Sister of Wife

Section C. Planning and Distribution Objectives:

1.

Upon your death, how and to whom do you want your assets distributed?

If William dies first, everything should go to Lillian. If Lillian dies first, everything should be split in equal shares to their children per stirpes. Regardless of who dies first, there are certain items of personal property that should be distributed as described in Section C: 2, below.

2.

Are there any people who should receive particular items? If so:

Name

Viola Mae Jones

Phillip Allen Jones

William Bruce Jones Jr.

Item

All items of tangible personal property contained in the safety deposit box at PNC Bank

Gun collection

Coin collection

3.

If both of you die prematurely leaving minor children, should your children receive property at:

Xage of majority (18); or

____held in trust and distributed at age _______.

4.

Do you want to make gifts to any charities? If so:

Name and Address of Charities

NO

Amount of Gift

5.

If Client #1 dies first and none of your children is living at the time of Client #2's death, do you want your estate to go to:

Client #1's FamilyClient #2's FamilyElsewhere (explain below):

Section D. Estate Planning Documents

Will

Personal Representative: Person responsible for administering your estate and probate proceedings.

Name

Address

1^st Choice

Lillian Ada Jones

See above

2^nd Choice

Henry Jones

See above

3^rd Choice

Guardian: Person responsible for the well-being and daily care of your minor children, until they attain age 18, if both parents are deceased.

Name

Address

1^st Choice

Melissa Marie Anderson

See above

2^nd Choice

Henry Jones

See above

Conservator: Person who will manage any minor child's finances and property, until that child attains age 18, if both parents are deceased.

Name

Address

1^st Choice

Melissa Marie Anderson

See above

2^nd Choice

Henry Jones

See above

Section E. Assets

Bank Accounts

Checking

Financial Institution

Ownership

Amount

Comerica Bank

JHW

$5,000

JHW

Savings

Financial Institution

Ownership

Amount

Comerica Bank

JHW

$1,000,000

PNC Bank

JHW

$150,000

Certificates of Deposit

Financial Institution

Ownership

Amount

JHW

JHW

Total of Checking, Savings and Certificates of Deposit:

$1,155,000

Safety Deposit Box

Number

Location

445

PNC Bank

Personal Property

Automobiles

Make & Year

Ownership

Fair Market Value

N/A (all cars are leased)

JHW

JHW

Household Furnishings

Description

Ownership

Fair Market Value

5 bedrooms, dining room, kitchen, living room, basement

JHW

$50,000

JHW

Jewelry

Description

Ownership

Fair Market Value

watch

JHW

$1,000

JHW

Collections (art, etc.)

Description

Ownership

Fair Market Value

2 Smith & Wesson 22 gage hunting rifles

JHW

$1,000

JHW

Other (describe)

Description

Ownership

Fair Market Value

U.S. coin collection

JHW

$1,000

JHW

Total of Personal Property:

$53,000

Section E. Assets (continued)

Real Estate

Parcel No. 1

Address

3423 Lovely Lane, Howell, MI

Legal Description

Please attach a copy of deed and other instrument of title

Ownership

JointHusbandWife Tenants in Common

Date of Acquisition

2002

Cost

$250,000

Current Market Value

$300,000

Amount of Debt

0

Monthly Payments

Encumbrances

(name of mortgagees, lienors, etc.)

Section E. Assets (continued)

Investments

Stocks and Mutual Funds

Attach a copy of the most recent statement for each brokerage account.

Company or Brokerage Firm

Ownership

No. of

Shares

Cost

Date Acquired

Fair Market

Value

J#1#2

J#1#2

J#1#2

J#1#2

J#1#2

J#1#2

J#1#2

J#1#2

J#1#2

J#1#2

Total of Stocks and Mutual Funds:

Bonds and Treasury Notes

Type

Ownership

Face Amount

Cost

Date Acquired

Fair Market

Value

J#1#2

J#1#2

J#1#2

Total of Bonds and Treasury Notes:

Section E. Assets (continued)

Retirement, Disability, and Death Benefits

If you have any interest in a pension, profit-sharing, stock bonus, self-employed retirement plan, individual retirement account or deferred compensation plan, or any other similar type of benefit, complete the following:

Husband

WIFE

Retirement Plan No. 1

Company

Michigan Department of Corrections

Type of Plan

401K

Person(s) Covered

William Bruce Jones

Value

$200,000

Beneficiary(ies)

Lillian Ada Jones

Retirement Plan No. 2

Company

Type of Plan

Person(s) Covered

Value

Beneficiary(ies)

Retirement Plan No. 3

Company

Type of Plan

Person(s) Covered

Value

Beneficiary(ies)

Section E. Assets (continued)

Closely Held Business Interests

(Use separate sheet for each business interest)

Entity 1

Name of Entity

Percentage Owned

Type of Entity

CorporationLimited Liability Company

PartnershipSole Proprietorship

Your estimate of the fair market value of your interest

Your tax basis for your interest

Do you have any plans to dispose of business interest(s) during your lifetime? If so, please describe

What are your wishes as to disposition of ownership after death

Transfer to FamilySale to Key-Employee

Sale to Co-Owner of BusinessOther

Is there a buy/sell or redemption agreement

YesNo

Entity 2

Name of Entity

Percentage Owned

Type of Entity

CorporationLimited Liability Company

PartnershipSole Proprietorship

Your estimate of the fair market value of your interest

Your tax basis for your interest

Do you have any plans to dispose of business interest(s) during your lifetime? If so, please describe

What are your wishes as to disposition of ownership after death

Transfer to FamilySale to Key-Employee

Sale to Co-Owner of BusinessOther

Is there a buy/sell or redemption agreement

YesNo

Please provide financial statements and tax returns for the previous three years, and a copy of any buy/sell or redemption agreements for each entity.

Section E. Assets (continued)

Life Insurance

Provided by Employer

Policy No. 1

Policy No. 2

Company

Nationwide

Policy No.

1234567

Type

Term

Insured

William Bruce Jones

Owner

Michigan Department of Corrections

Beneficiary

Lillian Ada Jones

Contingent Beneficiary

Estate of William Bruce Jones

Face Value

$200,000

Amount of Loan

0

Employee's Contribution

0

Owned by Client #1 or Client #2

Policy No. 1

Policy No. 2

Company

All-State

Policy No.

9101112

Type

Whole Life

Insured

William Bruce Jones

Owner

William Bruce Jones

Beneficiary

Lillian Ada Jones

Contingent Beneficiary

Estate of William Bruce Jones

Face Value

$500,000

Amount of Loan

0

Other Assets

Please provide information on any other assets, including description, value, etc.

Do you expect to receive an inheritance? If so, from whom and estimate the amount.

No

Section F. Liabilities (not previously listed):

Creditor

Secured by

Due Date

Current Balance Owed

None