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ESTATE PLANNING QUESTIONNAIRE
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Indicates required field
Date
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Full Name(s)
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Please complete with your full legal name and that of your spouse if married
Address
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Email
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Phone Number
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TYPES OF PROPERTY
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Bank accounts, CDs, etc....
Home
Other Real Estate
Out of State Real Estate
401k, IRA, Retirement
Stocks
Mutual Funds
Life Insurance
Annuities
Boats, RVs, etc....
Business
Money owed to you
Collectibles
Other property
CHECK ANY THAT APPLY
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Prior will or trust (please bring a copy)
Prior marriage
Financial commitments from prior marriage
Premarital agreement
Other Dependents
Expecting inheritance
Beneficiary of a trust
Taxable estate (over $5,000,000)
Prior gifts to children or others
Are any children or grandchildren disabled
Adopted children
HAVE YOU CONSIDERED
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Who should be your executor or trustee
Who should be guardian for your minor children
Charitable donations from your estate
Gifts to any specific person(s)
NAMES OF CHILDREN
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Please list the names of your children, their age, whether they are from a prior marriage, whether they are adopted, whether they are married, have children, and whether they have any special needs (disability).
OTHER QUESTIONS YOU WOULD LIKE TO DISCUSS
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