Estate Planning Questionnaire

Estate Planning Questionnaire
These questions are designed to elicit the information necessary to draft your revocable living trust. If there is any question you don't understand or aren't sure how to answer, feel free to give us a call at 725-245-1945.

Please read every field before you begin. Most questions about the form are answered in the instructions.

If you are married, your spouse will get a separate questionnaire. We will provide instructions and a link to that one once you have filled out this one.

Please use proper capitalization! (e.g., don't fill this out in all caps, and capitalize proper nouns like your name!)

If there is additional information or explanation you want to provide to expound on one of your answers, there is a place at the end of the form for you to provide that information.
Biographical Information
What name do you go by?*
e.g., Phil instead of Phillip, Susie instead of Susan
Title
e.g., Dr., Mr., Ms.
Full Name*

First NameLast Name
Suffix
e.g., MD, DO, DDS
What county do you live in?*
Note: We are asking for COUNTY (e.g., Clark, Hazzard), not COUNTRY (e.g., USA). This is for the notary block. Do not write the word "county" in your answer.
What country do you live in?
Date of Birth*

MonthDayYear
Email*
example@example.com
Gender*

MaleFemaleOther
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Phone Number*
Please enter a valid phone number.
Mobile Phone Number*
Please enter a valid phone number.

Powers of Attorney
The trust will name someone to make decisions on your behalf should you become unable to do so. This includes the General Power of Attorney, which is the ability to make business and financial decisions on your behalf (e.g., run your business, make sales or purchases on your behalf) and the Healthcare Power of Attorney, which is the ability to make medical decisions on your behalf (e.g., whether to have a surgery or use experimental medication or treatments on you).

If married, typically (but not necessarily) your spouse will be your primary power of attorney, with an adult child, relative, friend, or corporate trustee as alternate. It should be someone you trust.
General Power of Attorney

The general power of attorney is someone you appoint to make business and financial decisions on your behalf (.e.g run your business or make sales or purchases on your behalf) if you become unable to do so. If married, typically (but not necessarily) your spouse will be your primary power of attorney, with an adult child, relative, friend, or corporate trustee as an alternate. It should be someone you trust.
Do you want your spouse to be your general power of attorney?*

YesNo/Not Married
Who do you want to appoint as your general power of attorney?*
Provide the full name of the general power of attorney, e.g., instead of "Stan Smith," put "Stanley G. Smith."
General Power of Attorney Address*
Provide the complete address of the general power of attorney, including street address, city, state, and zip code
General Power of Attorney Phone Number*
Please enter a valid phone number.
General Power of Attorney Email Address*
example@example.com
Healthcare Power of Attorney

The healthcare power of attorney is someone you appoint to make medical decisions on your behalf (e.g., whether to perform a surgery or use experimental treatments on you) if you become unable to do so. If married, typically (but not necessarily) your spouse will be your primary power of attorney, with an adult child, relative, friend, or corporate trustee as an alternate. It should be someone you trust. It can be the same person as your general power of attorney.
Who would you like to be your healthcare power of attorney?*

My spouseThe same person as my general power of attorneySomeone new
Who do you want to appoint as your healthcare power of attorney?*
Provide the full name of the general power of attorney, e.g., instead of "Stan Smith," put "Stanley G. Smith."
Healthcare Power of Attorney Address*
Provide the complete address of the general power of attorney, including street address, city, state, and zip code
Healthcare Power of Attorney Phone Number*
Please enter a valid phone number.
Healthcare Power of Attorney Email Address*
example@example.com
Alternate Powers of Attorney

In the event your first choice cannot (or will not) act as your power of attorney, your trust will designate an alternate. This should be someone you trust.
Alternate General Power of Attorney
Who do you want to appoint as your alternate general power of attorney?*
Provide the full name of the general power of attorney, e.g., instead of "Stan Smith," put "Stanley G. Smith."
Alternate General Power of Attorney Address*
Provide the complete address of the general power of attorney, including street address, city, state, and zip code
Alternate General Power of Attorney Phone Number*
Please enter a valid phone number.
Alternate General Power of Attorney Email Address*
example@example.com
Alternate Healthcare Power of Attorney
Who would you like to be the alternate healthcare power of attorney?*

The same person as my alternate general power of attorneySomeone new
Who do you want to appoint as your alternate healthcare power of attorney?*
Provide the full name of the general power of attorney, e.g., instead of "Stan Smith," put "Stanley G. Smith."
Alternate Healthcare Power of Attorney Address*
Provide the complete address of the general power of attorney, including street address, city, state, and zip code
Alternate Healthcare Power of Attorney Phone Number*
Please enter a valid phone number.
Alternate Healthcare Power of Attorney Email Address*
example@example.com

Organ Donation and Burial Instructions
Do you want your trustee to have the power to donate your organs after death?*

YesNo
Burial Instructions*
How do you want your remains to be disposed of? Buried in a particular cemetery? Cremated and ashes kept in an urn ? (Note that if you want something other than burial in a cemetery or cremation, there may be legal limits that prevent your wishes from being carried out.) Provide instructions here in as much detail as you believe will be necessary to carry out your wishes.
Life-Saving Measures
Do you want your life to be artificially prolonged if you suffer from an incurable and terminal condition, or if you are in an irreversible coma?*

YesNo
Guardianship over You

If you become physically or mentally incapacitated such that a guardian needs to be appointed over you, you can elect whom you would like to be appointed.
If you need a guardian appointed over you if your physical or mental condition requires one, who would you like that to be?*

My spouseNot my spouse, but the same person as my general power of attorneySomeone else
Guardian Name*
Guardian Full Address*
Guardian Email*
Select a successor guardian in case your first choice for guardian is not available or willing to be appointed guardian over you.
Successor Guardian Full Name*
Successor Guardian Full Address*
Successor Guardian Email*
Guardianship over Children

If you have minor children, or children with special needs, you will want to appoint someone to take care of and raise your children in the event of your death. If you are married, your spouse will be the first guardian appointed (unless you have a child of a previous union, in which case the other biological parent will have priority unless his or her parental rights have been terminated).We must also appoint an alternate guardian in case the selected guardian predeceases you.
Do you have minor children or dependents with special needs?*

YesNo
Name of Guardian
If you are single, select the guardian you wish to assume responsibility for your children if you die. If you are single and the other parent has parental rights, you should put the other parent's name here. IF YOU ARE MARRIED, LEAVE THIS BOX BLANK.
Name and Contact Information of Alternate Guardian*
This is who will take responsibility for your children if your first choice (spouse if married, or guardian, above, if not married) is not alive, willing, or otherwise available to be guardian. Include their full address, phone number, and email address after their name.

Family Information
Marital Status*

MarriedSingleMarried but separated
Spouse Full Name*

First NameLast Name
Spouse Email*
example@example.com
How many children (minors or adults) do you have?*
Name of First Child*
Address of First Child*
Name of Second Child*
Address of Second Child*
Name of Third Child*
Address of Third Child*
Name of Fourth Child*
Address of Fourth Child*
Name of Fifth Child*
Address of Fifth Child*
Name of Sixth Child*
Address of Sixth Child*
Name of Seventh Child*
Address of Seventh Child*
Name of Eighth Child*
Address of Eighth Child*
Name of Ninth Child*
Address of Ninth Child*
Name of Tenth Child*
Address of Tenth Child*

Trust Administration
Administration of Your Trust

The trust administrator/executor is someone who has to find all the property in the trust after your passing (and if married, after your spouse's passing). The administrator has to get a valuation of the property, file the trust's tax return, oversee investments of the trusts, find and keep beneficiaries informed, and terminating the trust once its purposes have been fulfilled. The administrator is entitled to compensation for these services.

You should select an administrator in your state. It should be someone you trust. You will also have to decide how much the administrator will get paid (he or she is paid out of the estate assets).

If you want to appoint an administrator out of state, take a look at this list. If your state is included, there are special rules regarding appointing out-of-state administrators: Rules for Out of State Administrators. If your state is not on this list, then you can appoint an out-of-state administrator without any additional steps.

You will want to select someone likely to outlive you. However, if you select someone who is not available or is unwilling to act as trust, your trustee has the authority to select someone new.
Who would you like to appoint as your trust administrator?*
Trust Administrator Complete Address*
Trust Administrator Phone Number*
Please enter a valid phone number.
Trust Administrator Email Address*
example@example.com
Compensation for the Trust Administrator

We recommend selecting something in line with the typical payments in your state. If you are significantly below, your administrator may choose not to administer your estate, and it could be difficult to find a professional administrator as a replacement. Most states allow any "reasonable" fee. Others have maximum fees they will allow an administrator to charge. Take a look at this article to get an idea of where your state stands. If they aren't on the list, then they will allow any "reasonable" fee.

The range of fees differs broadly depending on the complexity of the trust, value of the estate, and whether the trustee is a professional trustee company, a lawyer, or a trusted family member or friend.

For a professional trustee company, you're probably looking at .5% to 2% of the gross estate annually to administer the trust. If the estate isn't big enough, though, they're not going to do it at these price points.

For a lawyer, you're probably going to need to spend between $125 and $250 hourly for those service.

For a close friend or family member, $25–$50 hourly is probably reasonable. Often these kinds of administrators will have a right to compensation but choose not to bill the trust.

As a general rule, the larger and more complex the estate, the more you'll want to get a professional involved, and the more your estate will have to pay. And just like anything else in this trust, you can always change your mind and amend the trust later as circumstances change.
How much will your estate pay the trust administrator?*
Successor Trustees

Your successor trustee is the person who makes sure the trust's directions are followed once the primary trustees (you, and if you're married, your spouse) either pass away or are unable to fulfill their duties as trustees.

The second successor trustee is your backup plan in case the successor trustee pre-deceases you or is unable or declines to perform the duties of a trustee. The successor trustee is also going to be the executor of your will.

It is important that you fill this out completely so the trustees can be identified and contacted. The successor trustees can be individuals or business entities.

IMPORTANT: THE SUCCESSOR TRUSTEES MUST BE AT LEAST 18 YEARS OF AGE AND SHOULD RESIDE IN THE SAME STATE AS YOU—IF YOU SELECT SOMEONE IN A DIFFERENT STATE, A LOCAL AGENT OR COEXECUTOR OR A BOND MAY BE REQUIRED

ALSO IMPORTANT: Do not select the first option "The same as my general power of attorney (who is not my spouse)" if you designated your spouse as your primary general power of attorney above. You must select "Someone else" and fill in the relevant fields.
Who would you like to be in charge of your trust, after you (and your spouse if married) both pass away?*

The same as my general power of attorney (who is not my spouse)Someone else
Successor Trustee Name*

First NameLast Name
Successor Trustee Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Successor Trustee Phone Number*
Please enter a valid phone number.
Successor Trustee Mobile Phone Number*
Please enter a valid phone number.
Successor Trustee Email*
example@example.com
Who would you like to appoint as your second successor trustee?*

The same as my alternate general power of attorneySomeone else
Second Successor Trustee Name*

First NameLast Name
Second Successor Trustee Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Second Successor Trustee Phone Number*
Please enter a valid phone number.
Second Successor Trustee Mobile Phone Number*
Please enter a valid phone number.
Second Successor Trustee Email*
example@example.com
Is there something else you think we should know about your situation?
Before you submit this form, please review everything carefully for accuracy. If you have misspelled a name here, it will likely be misspelled in your trust (we hope to catch the obvious errors, but we don't always know the correct spellings of proper nouns).
Estate Planning Form Submitted

Yes
Should be Empty:

Estate Planning Questionnaire

Biographical Information

Powers of Attorney

General Power of Attorney

Healthcare Power of Attorney

Alternate Powers of Attorney

Alternate General Power of Attorney

Alternate Healthcare Power of Attorney

Organ Donation and Burial Instructions

Life-Saving Measures

Guardianship over You

Guardianship over Children

Family Information

Transfer of Property Into the Trust

Paper and Intangible Assets

Tangible Assets

Real Property

Transfer of Property at Death

Plan for Distribution

Ultimate Distribution

Trust Administration

Administration of Your Trust

Successor Trustees