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February 19, 2026

Memo: Client Interview Assignment

This assignment requires you to use the information you have studied in the first 5 modules of the course in order to identify the issues and concerns of a client family in the early stages of creating an estate plan.

Instructions

The family you will be writing about is introduced in the Learn item, Watch: Meet the Family found in the module. Watch the video and take notes on the family’s current situation and goals. Next, review the couple’s Statement of Financial Position given at the end of these instructions.

Then, using the information gleaned from Watch: Meet the Family, and the material in Chapters 1–8, and 11, you will write a memo to your supervisor describing the client family’s current situation and how to best begin to meet their needs and goals for an estate plan. You may also want to review the general guidelines in Chapter 14. Write your memo in a Word document. It must be 1,000 words and in current APA format. At least 2 scholarly, legal, or biblical sources must be integrated into the analysis and appropriately cited. Please review the Memo: Client Interview Grading Rubric for additional details on expectations.

Within the memo, you will need to calculate the gross estate and probate estate for both the husband and the wife using the Statement of Financial Position given at the end of these instructions.

To organize your memo, review the Memo: Client Interview Template provided. The template includes some help and guidance for each section.

Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

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