Gerald Lee Tahajian, Attorney at Law Wills, Trusts, Taxation & Probate

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Preliminary Fact Finder Form Please note that because sensitive personal information is included on this form we are not asking you to send us the following information by email. Instead, choose one of the following: Download the 1-page Acrobat version of the Fact Finder form (116k file). If you don't have the Adobe Acrobat Reader, you can get it here. After downloading, load the form into the Acrobat Reader and print it on your printer. Fill the form out directly on this screen Type in your responses to the information below. print this form directly from your browser. When you are finished filling in the information on the form of your choice, send it to us by mail or fax. Our addresses and phone numbers are here. General Information Your Name Your Date of Birth U.S. Citizen? No Yes Spouse's Name Spouse's Date of Birth U.S. Citizen? No Yes Date of Marriage Previous marriages? No Yes Address City State CA ZIP Code Home Phone Business Phone Email Address About Your Children Child #1 Child Name Child's Date of Birth Spouse's Name # of Kids 1 2 3 4 5 6 7+ Child #2 Child Name Child's Date of Birth Spouse's Name # of Kids 1 2 3 4 5 6 7+ Child #3 Child Name Child's Date of Birth Spouse's Name # of Kids 1 2 3 4 5 6 7+ Child #4 Child Name Child's Date of Birth Spouse's Name # of Kids 1 2 3 4 5 6 7+ Child #5 Child Name Child's Date of Birth Spouse's Name # of Kids 1 2 3 4 5 6 7+ Child #6 Child Name Child's Date of Birth Spouse's Name # of Kids 1 2 3 4 5 6 7+ Estate Balance Sheet Residence Life Ins. Other Real Estate Personal Effects Business Interests Other Assets Securities Misc. Items Bank Deposits Total Assets Notes/Accts Rec. Less Liabilities Annual Income Net Worth Your Current Advisors Accountant Name City Life Insurance Agent Name City Investment Advisor/Broker Name City Remarks