We know starting your estate plan is a big step and we try to make the process as easy as possible, but there is some preliminary work we both need to do. This Estate Planning Questionnaire asks for a lot of information. Please do your best to provide as much information as possible. For many clients some of the questions are simply not applicable, so do not worry if you leave some areas blank. Where values or balances are required, exact figures are unnecessary, please just estimate so we can be prepared for the Initial Estate Planning meeting (“IEP”).

WHY WE NEED THIS INFO

We need the information about your personal situation to figure out whether there are particular issues you are concerned about or special circumstances we need to discuss at our initial meeting.

We need the financial information to determine whether you need tax planning as part of your estate plan. Even though most people will not have to worry at all about estate duty, it is imprtant to know that indiviadula tax must be paid before the estate wound up. We also need the financial information to provide guidance on transferring assest to your living trust, if you end up deciding on a trust-based plan.

 

 

All of your information is served across a protected 256 bit SSL (Secure Socket Layer) connection that uses a SHA256 Certificate. This is the same level of protection used by online banking or e-commerce providers. 

Child One

Child Two

Child Three

Guardians 

If you have any children under the age of 18, list in order of preference who would raise them and love them in the manner as close as possible to the way you would for the long-term.

Power of Attorney

Whom would you choose to handle your financial affairs, while you are live, if you are unable to do so?  

Thank you for completing this form.  We look forward to working with you on your estate plan.