Estate Planning
Book of
____________________________________
Courtesy of:
George R. Mayer
Attorney at Law
65 Pondfield Road
Bronxville, NY 10708
914-337-3033
BronxvilleLaw.com
This booklet has been prepared to assist
clients in organizing their assets.
This information will be very
helpful to the administrator of your estate.
Please use the book for additional
assets or information.
George R. Mayer
NAME________________________________________________________________________
First
Middle
Last
ADDRESS____________________________________________________________________
TELEPHONE #: (Home)_______________________(Work)____________________________
DATE OF BIRTH______________________PLACE OF BIRTH_________________________
SOCIAL SECURITY #________________RELIGIOUS AFFILIATION___________________
MOTHER’S MAIDEN NAME____________________________________________________
DATE OF BIRTH_____________________PLACE OF BIRTH__________________________
FATHER’S NAME______________________________________________________________
DATE OF BIRTH_____________________PLACE OF BIRTH__________________________
NAME OF SPOUSE_____________________________________________________________
DATE OF MARRIAGE______________DEATH_____________DIVORCE_______________
SEPARATION AGREEMENT_____________PRENUPTIAL AGREEMENT______________
CHILDREN
NAME________________________________________________________________________
ADDRESS____________________________________________________________________
TELEPHONE________________DATE OF BIRTH______________PLACE_______________
SPOUSE’S NAME______________________________________________________________
GRANDCHILDREN____________________________________________________________
NAME________________________________________________________________________
ADDRESS____________________________________________________________________
TELEPHONE________________DATE OF BIRTH______