Estate Planning_Wills and Trusts Questionnaire

1. Basic Personal Information
Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
SexGender*
Maiden Name if any
Contact Information
Please state your street address city state ZIP Code and County:*
Home Phone
Please enter a valid phone number.Format: (000) 000-0000.
Mobile Telephone*
Format: (000) 000-0000.
Email*
Spousal Information
Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
SexGender
Maiden Name if any
2. Children & Grandchildren
Children: If you have children including adopted children state the Full Name Sex Date of Birth and type of relationship for each child biological step adopted. If none, write "N/A" or "None".*
Deceased Children: Name and date of a deceased child or children Include the Full Name SonDaughter Date of Birth and Date of Death. If none, write "N/A" or "None".*
Grandchildren: Name all Grandchildren whether children of your living or deceased childchildren Include the Full Name GrandsonGranddaughter Date of Birth Parents Full Name and Date of Death if applicable. If none, write "N/A" or "None".*
3. Special Circumstances
Existing Prenuptial Agreements: Do you and your spouse have a Prenuptial Agreement which identifies and disposes of separate spousal property?

YESNO
Existing Trusts or Made Gifts to Any Trust: Have you created any trusts or made gifts to any trust in the past?

YESNO
Future Inheritance: Do you have a date on which you expect to have any inheritance distributed to you?

YESNO
4. Asset Distribution

Please read the scenarios for distribution of your assets, and select the option that best fits your scenario. Each scenario includes a field for more information. Please use the field below to complete the option.
After reading each option carefully, choose Option A, Option B, or Option C. Do not forget to complete the field for each option, below.*

Option A: I want my assets to pass to my spouse and childrenOption B: I am unmarried with children, and want my assets to pass to my childrenOption C: None of the above. (You must complete the field under "Option 3", below.)
Option A: I want my assets to pass to my spouse and children as follows:
- To Spouse, if surviving.
- If my spouse predeceases me, my assets will be divided in equal shares among my children.
- If any of my children predecease me, that child' share shall be distributed to his or her children in equal shares.
In the event my spouse and all of my children and descendants fail to survive me, I want assets to be distributed as follows:
Option B: I am unmarried with children and want my assets to pass:
- In equal shares to my children.
- If one or more of my children predeceases me, that child's share in my estate is distributed to his or her children in equal shares
In the event all my children and descendants fail to survive me, I want my assets to be distributed as follows:
Option C: None of the above I want my assets to pass to:
Specific Bequests

Many People make special provisions for family heirlooms, jewelry, or other items of special value to be distributed to friends or relatives. If you have such property and wish it left to a specific person, please complete the following. NOTE: If you have chosen "Option A" or "Option B" under Asset Distribution, you have indicated by your selection the items described above will pass to your spouse and/or children. Fill in this section ONLY if you desire such items of specific value to be left to specific person(s)
If you would like to specify individual items for specific people use the field below State the item any special identifying features and the recipients full legal name
5. Assets Held in Trust Until a Certain Age

Money and other assets can be distributed in different amounts at different ages. Use the fields below to specify the percentage of assets that will be distributed and at which ages.
Do you want assets held in Trust until the Beneficiary/Beneficiaries reach a certain age?

YESNO
In how many stages should money or other assets be distributed? NOTE: If you want more than one (1) distribution, please complete the fields that follow this question. Otherwise, move to the next section.
First Distribution:
Please state the percentage (%) and age of beneficiary/beneficiaries and any other relevant information for the first distribution:
Second Distribution:
Please state the percentage age of beneficiarybeneficiaries and any other relevant information for the second distribution
Further Distributions:
Please state the percentage age of beneficiarybeneficiaries and any other relevant information for any future third fourth fifth etc distribution
6. Trustee

The person charged with administering your estate through your trust, paying taxes and other debts, marshalling, preserving, managing and distributing estate assets and property is called a Trustee.
Who do you wish to name as your Trustee Please state their full legal name home address city state zip code and county
If the Trustee named above cannot or will not serve in that capacity who do you wish to name as the successor Trustee Please state their full legal name home address city state zip code and county
If the first successor Trustee named above cannot or will not serve in that capacity who do you wish to name as the second successor Trustee Please state their full legal name home address city state zip code and county
Do you want the Trustee to care for the beneficiary by distributing funds for the Health, Education, Maintenance, and Support (HEMS) of the beneficiary?

YESNO
7. Guardianship/Conservatorship of Minors

If your children are under age eighteen (18), state the full name, address, and relationship (if any) of the person you wish to act as their guardian (custody) in the event of your death (in the case of a single parent) or in case of the joint death of you and your spouse (if married) you should obtain the consent of the person(s) before executing your Will.
Guardianship

A guardian is a person lawfully invested with the power, and charged with the duty of taking care of the person who is incapable of doing so because of age or other incapacity.
Who do you wish to name as Guardians Please state their full legal name home address city state zip code county and relationship to you if any
If the Guardian named above cannot or will not serve in that capacity who do you wish to name as the successor Guardian Please state their full legal name home address city state zip code county and relationship to you if any
If the first successor Guardian named above cannot or will not serve in that capacity who do you wish to name as the second successor Guardian Please state their full legal name home address city state zip code county and relationship to you if any
Stipends & Compensation: If you want the Guardian to receive a stipend or compensation for taking on the responsibilities of guardian, payment, or reimbursement of expenses, please detail here, i.e., monthly, annually, COLA, salary, reimbursement to stay at home, etc
8. Conservatorship

A Conservator is a person appointed to manage the financial affairs of one who is legally capable of doing so because of age or other capacity.
Do you want the appointed Guardian to also be the Conservator of any assets inherited by the minor child/children?

YESNO
Who do you wish to name as Conservator Please state their full legal name home address city state zip code county and relationship to you if any
If the Conservator named above cannot or will not serve in that capacity who do you wish to name as the successor Conservator Please state their full legal name home address city state zip code county and relationship to you if any
If the first successor Conservator named above cannot or will not serve in that capacity who do you wish to name as the second successor Conservator Please state their full legal name home address city state zip code county and relationship to you if any
Stipends & Compensation: If you want the Conservator to receive a stipend or compensation for taking on the responsibilities of guardian, payment, or reimbursement of expenses, please detail here, i.e., monthly, annually, COLA, salary, reimbursement to stay at home, etc
9. Personal Representative/Executor

Who do you wish to appoint as the Personal Representative/Executor to administer and carry out the terms of your Will? This person is charged with administering your estate, paying taxes and other debts, marshalling, preserving, managing and distributing estate assets and property.
NOTE: If you are creating a Living Trust, you must complete this section. There will also be a Will created to "catch" all assets that aren't in the Trust and leave those to the Trust. This is called a "Pour-Over Will".
Who do you wish to name as your primary personal representativeexecutor Please state their full legal name home address city state zip code county and relationship to you if any
If the person or entity named above cannot or will not serve in that capacity who do you wish to name as the successor personal representativeexecutor Please state their full legal name home address city state zip code county and relationship to you if any
If the successor named above cannot or will not serve in that capacity who do you wish to name as the second successor personal representativeexecutor Please state their full legal name home address city state zip code county and relationship to you if any
Fiduciary Bond: A fiduciary bond is a type of surety bond required by the court to be filled by executors, guardians, etc., to ensure proper performance of duties.
Do you wish to waive the fiduciary bond requirement?

YESNO
10. Personal Messages
Please leave any personal messages you would like to be included in your Will here:
Should be Empty:

1. Basic Personal Information

Contact Information

Spousal Information

2. Children & Grandchildren

3. Special Circumstances

4. Asset Distribution

Specific Bequests

5. Assets Held in Trust Until a Certain Age

6. Trustee

7. Guardianship/Conservatorship of Minors

Guardianship

8. Conservatorship

9. Personal Representative/Executor

10. Personal Messages