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Client Forms

 

Client Confidential Data Form
Please complete the following form and submit it to our office at least 2 weeks prior to your initial consultation.

Digital Asset Inventory
Since so many people today are using ID and passwords to access their accounts, many individuals in banking and finance are recommending that individuals create a list of important digital information. This Digital Asset Questionnaire can assist you in tracking your passwords. On this form you can list all of your online accounts, passwords, security questions and answers, and whether the account has monetary value. I recommend maintaining this form in a fireproof container at home.

Personal Property Memorandum
This memorandum can be used throughout your life in order to indicate your specific desires regarding distributions of sentimental items. This form should only be completed if you have a Living Trust. I recommend that if the sentimental item has a specific story, you should write the sentimental story and attach it to the memorandum. Once the memorandum is completed, I recommend that you copy the completed memorandum and three-hole punch it to be placed here behind the Personal Effects tab. The original executed memorandum should be placed in your safety deposit box or fireproof container at home with your trust documents.

Funding Inventory - Married

Funding Inventory - Single

DocuBank Medication List
If you are a DocuBank Member, this List can be completed and uploaded to DocuBank for storage.


With two offices in Oak Lawn and Oak Brook, Stephen M. Sutera assists clients with Estate Planning, Wills, Trusts, Asset Protection, Special Needs Planning, Pet Trusts, Probate and Estate Administration, and Elder Law/Medicaid Planning throughout Cook County, DuPage County and Will County IL including Chicago, Hometown, Barrington, Burbank, Burr Ridge, Chicago Ridge, Darien, Downers Grove, Evergreen Park, Geneva, Worth, Bridgeview, Palos Park, Palos Hills, Palos Heights, Hickory Hills, Midlothian, Willow Springs, Oak Forest, Orland Park, La Grange, Brookfield, Berwyn, Tinley Park, Hinsdale, Villa Park, Clarendon Hills, Westchester, Westmont, Lombard, Elmhurst, Western Springs, Berkeley, Downers Grove, Fox Valley, Glen Ellyn, Willowbrook, Aurora, Addison, Lisle, Forest Park, Bensenville, Wheaton, River Forest, Itasca, Shorewood, Frankfort, Mokena, Naperville, Crest Hill, Homer Glen, New Lenox, Bollingbrook, Schaumburg, Channahon and Woodridge.



© 2019 Law Offices of Stephen Sutera | Disclaimer
4927 W. 95th Street, Oak Lawn, IL 60453
| Phone: 708-857-7255
1415 West 22nd Street, Tower Floor, Oak Brook, IL 60523
| Phone: 630-684-2224 | 708-857-7255
250 Monroe Avenue Northwest, #400, Grand Rapids, MI 49503
| Phone: 616-717-5752 | 708-857-7255

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