Estate Planning Questionnaire

Estate Planning Questionnaire

Gleason & Doty, Chtd.
Name*

First Name Middle Name Last Name Suffix
Marital Status*

SingleMarried
Spouse Name

First Name Middle Name Last Name Suffix
Address*

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Phone 1*

Area Code Phone Number
Phone 2

Area Code Phone Number
Email
example@example.com
Have you Considered?

Who to name as executor or trusteeWho should be guardian of minor childrenCharitable gifts from estate
Types of Property*

Bank Accts, CDs etc....HomeOther Real EstateOut of State Real Estate401k, IRA, RetirementStocksMutual FundsLife InsuranceAnnuitiesBoats, RVs, etc...BusinessMoney owed to youCollectiblesOther
Check Any That Apply

Prior Will or Trust (please bring copy)Prior MarriageFinancial Obligations from Prior MarriagePremarital AgreementOther DependentsExpecting InheritanceBeneficiary of TrustTaxable Estate (over $5,000,000)Prior gifts to otherAny children or grandchildren disabledAdopted Children
List the names and ages of your children
Other questions you would like to discuss
Should be Empty:

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