Estate Planning Income Form

Monthly Income

** It is very important you indicate in each category ownership and dollar amount separately, as well as total value.**

Income is separated by Client, Spouse, and Joint.

Please do not combine the totals unless the source of the income is payable to both names. (Example: names on the check is made payable to James and Jane Smith and requires both signatures to deposit)

Client's Monthly Income $ (do not include spouse) Not from pension, social security, or investments

Client's Monthly Pension Income, not including spouse

Client's Monthly Social Security Income, not including spouse.

Client's Monthly Income from Investments, not including spouse.

Client's Other Monthly Income Sources (Client only. Spouse/ Joint income will be later) Please indicate source of the income and the amount.

Spouse's Monthly Wages $ (Not including client's income above) Not from pension, social security or investments.

Spouse's Monthly Pension Income $

Spouse's Monthly Social Security Income $

Spouse's Investment Monthly Income $ (Joint investments will be later)

Spouse's Other Monthly Income Sources (Spouse only. Joint income will be later) Please indicate source of the income and the amount.

Joint Other Monthly Income for Client and Spouse. Please indicate source of the income and the amount. Source of monthly income must come in both names.

Estate Planning Income Form

Monthly Income

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