ESTATE PLANNING INFORMATION

Hello & Thank You for your interest in Jarrett & Hoyt. Please complete the Estate Planning Form below. If you have any questions, please contact our law office at 802.864.5951. We look forward to working with you!

Jarrett & Hoyt are located at 1795 Williston Rd in South Burlington, Vt in South Burlington, Vermont in the KeyBank Building near Burlington International Airport.

You will receive a TXT Message Reminder approximately 24 hours prior to your Appointment.

Please DO NOT USE EMAIL to send Sensitive Information. We use Clio & Microsoft Online Services for Client Relationship Management & Document Storage. We only request basic information unless you hire the firm to represent you in your legal matter.

We do not require your Social Security number unless it is for a specific reason -- such as where it is required for certain legal services such as for recording deeds, long term care applications, and probate, guardianship and trust administration matters. If we need this information, we will ask you to call our office and provide the number to us.

If you have any questions, please don't hesitate to contact our law office. We look forward to working with you!

Contact information

Prefix

First name *

Middle name

Last name *

Date of birth

Company

Emails

Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

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Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

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Phone numbers

Phone number

Type

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PERSONAL INFORMATION

Contact information

Date of Birth:

Marital Status:

Date of Marriage:

US Citizen:

Veteran:

First Marriage:

Occupation:

Spouse’s Name:

Date of Birth:

Marital Status:

Date of Marriage:

Home Phone:

Cell Phone:

US Citizen:

Veteran:

First Marriage:

Occupation:

Other Phone:

Email:

Mailing Address (if different):

Preferred Method of Communication?

How did you hear about Jarrett|Hoyt?

FAMILY INFORMATION:

Family Member 1:

Family Member 2:

Family Member 3:

Family Member 4:

ASSET INFORMATION:

REAL ESTATE:

Real Estate 1:

Real Estate 2:

Real Estate 3:

Bank Accounts

Account 1:

Account 2:

Account 3:

Account 4:

Account 5:

Retirement Accounts (IRA, 401k, 403(b), SEP - do not include pension income)

Account 1:

Account 2:

Account 3:

Account 4:

Account 5:

Brokerage Accounts (Stocks, bonds, and other non-qualified investments)

Account 1:

Account 2:

Account 3:

Account 4:

Account 5:

Life Insurance/Deferred Annuities

Policy 1:

Policy 2:

Policy 3:

Vehicles (cars, motor homes, boats, etc.)

Vehicle 1:

Vehicle 2:

Vehicle 3:

Vehicle 4:

Other Assets

Asset 1:

Asset 2:

Asset 3:

Asset 4:

Safe Deposit Box

Name of Owners/Leaseholders:

Box #:

Bank/Location:

Special Circumstances:

Family Members with Disabilities Pending Divorce Child Support or spousal obligations

Information Regarding Expected Inheritances

Other issues of concern

List of Advisors

CPA/Accountant:

Financial Advisor:

Other:

May we contact your advisors to discuss your estate plan?

If a person you intend to nominate as a primary/successor agent, executor, trustee contacts our office, may we discuss your estate plan with them: