GLEASON & DOTY, CHARTERED
Estate Planning & Probate
Wills & Trusts
Powers of Attorney
Guardianship & Conservatorship
Estate Planning Checkup
ESTATE PLANNING QUESTIONNAIRE
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Please complete with your full legal name and that of your spouse if married
TYPES OF PROPERTY
Bank accounts, CDs, etc....
Other Real Estate
Out of State Real Estate
401k, IRA, Retirement
Boats, RVs, etc....
Money owed to you
CHECK ANY THAT APPLY
Prior will or trust (please bring a copy)
Financial commitments from prior marriage
Beneficiary of a trust
Taxable estate (over $5,000,000)
Prior gifts to children or others
Are any children or grandchildren disabled
HAVE YOU CONSIDERED
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
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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