Estate Planning Questionnaire
Gleason & Doty, Chtd.
Name
*
First Name
Middle Name
Last Name
Suffix
Marital Status
*
Single
Married
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 trustee
Who should be guardian of minor children
Charitable gifts from estate
Types of Property
*
Bank Accts, 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
Check Any That Apply
Prior Will or Trust (please bring copy)
Prior Marriage
Financial Obligations from Prior Marriage
Premarital Agreement
Other Dependents
Expecting Inheritance
Beneficiary of Trust
Taxable Estate (over $5,000,000)
Prior gifts to other
Any children or grandchildren disabled
Adopted Children
List the names and ages of your children
Other questions you would like to discuss
Submit
Should be Empty: