Estate Plan Questionnaire

1

All information provided in this form will be kept confidential and used solely to assess your needs, deliver appropriate legal services, and contact you.

2

Do you live in Minnesota?* This field is required.

Yes

No

3

What is your full legal name?* This field is required.

First Name

Middle Name

Last Name

4

What is your email?* This field is required.

example@example.com

5

What is your phone number?* This field is required.

Phone Number

6

Are you currently married?* This field is required.

Yes

No

7

Do you have children?

Yes

No

8

Do you have children?

Yes

No

9

Do you anticipate that you and your Spouse's assets combined will be valued at $3 million or more at the time of you or your Spouse's death?

Yes

No

Maybe

10

Do you own a business or multiple properties that need special handling?

Yes

No

11

Do you want to avoid probate for your family?Probate is the legal process of validating a deceased person's will, settling their debts, and distributing their assets under court supervision. You may opt to create either a Living Trust to help avoid the need for probate, or a Last Will that manages your assets but does not avoid probate.

Yes

No

12

Do you want assets to go to your spouse first, then to your children if your spouse predeceases you?

Yes

No. I want to divide my assets among multiple people, not my children.

No. I want to divide among my children and other individuals.

13

How many people (other than yourself) would you like to appoint to manage your Trust?These individuals are "Trustees." They are responsible for carrying out your instructions, managing the Trust's assets, and ensuring everything is handled according to your wishes.

Two or fewer (primary + backup)

Up to four

14

Do you own any real property in Minnesota?For property located outside Minnesota, we may engage qualified outside firms to prepare the deed. Preparation of such deeds may involve an additional fee.

Yes, one property.

Yes, two properties

Yes, more than two properties. (Any deed drafted beyond two, will be an additional $250 each.)

No.

15

How many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.

5 or fewer

Up to 10

16

How many people (other than yourself) would you like to appoint to manage your Trust?These individuals are "Trustees." They are responsible for carrying out your instructions, managing the Trust's assets, and ensuring everything is handled according to your wishes.

Two or fewer (primary + backup)

Up to four

17

Do you own any real property in Minnesota?For property located outside Minnesota, we may engage qualified outside firms to prepare the deed. Preparation of such deeds may involve an additional fee.

Yes, one property.

Yes, two properties

Yes, more than two properties. (Any deed drafted beyond two, will be an additional $250 each.)

No.

18

Do you want assets to go to your spouse first, then to your children if your spouse predeceases you?

Yes

No. I want to divide my assets among multiple people, not my children.

19

How many people would you like to appoint to manage your Estate?These individuals are Personal Representatives. They will be responsible for settling your estate, paying any debts and taxes, and distributing your assets according to your wishes.

Two or fewer (primary + backup)

More than Two

20

How many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.

5 or fewer

Up to 10

21

How many people would you like to appoint to manage your Estate?These individuals are Personal Representatives. They will be responsible for settling your estate, paying any debts and taxes, and distributing your assets according to your wishes.

Two or fewer (primary + backup)

More than Two

22

Do you anticipate that you and your Spouse's assets combined will be valued at $3 million or more at the time of you or your Spouse's death?

Yes

No

Maybe

23

Do you own a business or multiple properties that need special handling?

Yes

No

24

Do you want to avoid probate for your family?Probate is the legal process of validating a deceased person's will, settling their debts, and distributing their assets under court supervision. You may opt to create either a Living Trust to help avoid the need for probate, or a Last Will that manages your assets but does not avoid probate.

Yes

No

25

If your spouse survives you, would you like any portion of your estate to go to anyone other than your spouse?

Yes, I would like a portion of my estate to go to someone other than my spouse

No, if my spouse survives me, I would like all of my estate to go directly to my spouse.

26

If your spouse dies before you, how many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.

Up to 3

Up to 5

Up to 10

27

How many people (other than yourself) would you like to appoint to manage your Trust?These individuals are "Trustees." They are responsible for carrying out your instructions, managing the Trust's assets, and ensuring everything is handled according to your wishes.

Two or fewer (primary + backup)

Up to four

28

If your spouse survives you, would you like any portion of your estate to go to anyone other than your spouse?

Yes, I would like a portion of my estate to go to someone other than my spouse

No, if my spouse survives me, I would like all of my estate to go directly to my spouse.

29

If your spouse dies before you, how many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.

Up to 3

Up to 5

Up to 10

30

Would you like a provision in your Will to manage funds for minors?

Yes

No

31

Do you own a business or multiple properties that need special handling?

Yes

No

32

Do you want to avoid probate for your family?Probate is the legal process of validating a deceased person's will, settling their debts, and distributing their assets under court supervision. You may opt to create either a Living Trust to help avoid the need for probate, or a Last Will that manages your assets but does not avoid probate.

Yes

No

33

If your children survive you, would you like any portion of your estate to go to anyone other than your children?

Yes, I would like a portion of my estate to go to someone other than my children.

No, if my children survive me, I would like all of my estate to go directly to my children.

34

If your children do not survive you, how many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.

Up to 3

Up to 5

Up to 10

35

How many people (other than yourself) would you like to appoint to manage your Trust?These individuals are "Trustees." They are responsible for carrying out your instructions, managing the Trust's assets, and ensuring everything is handled according to your wishes.

Two or fewer (primary + backup)

Up to four

36

Do you own any real property in Minnesota?For property located outside Minnesota, we may engage qualified outside firms to prepare the deed. Preparation of such deeds may involve an additional fee.

Yes, one property.

Yes, two properties

Yes, more than two properties. (Any deed drafted beyond two, will be an additional $250 each.)

No.

37

How many people (other than yourself) would you like to appoint to manage your Trust?These individuals are "Trustees." They are responsible for carrying out your instructions, managing the Trust's assets, and ensuring everything is handled according to your wishes.

Two or fewer (primary + backup)

Up to four

38

Do you own any real property in Minnesota?For property located outside Minnesota, we may engage qualified outside firms to prepare the deed. Preparation of such deeds may involve an additional fee.

Yes, one property.

Yes, two properties

Yes, more than two properties. (Any deed drafted beyond two, will be an additional $250 each.)

No.

39

If your children survive you, would you like any portion of your estate to go to anyone other than your children?

Yes, I would like a portion of my estate to go to someone other than my children.

No, if my children survive me, I would like all of my estate to go directly to my children.

40

If your children do not survive you, how many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.

Up to 3

Up to 5

Up to 10

41

How many people (other than yourself) would you like to appoint to manage your Estate?These individuals are "Personal Representatives." They are responsible for settling your estate, paying any debts and taxes, and distributing your assets according to your wishes.

Two or fewer (primary + backup)

Up to four

42

How many people (other than yourself) would you like to appoint to manage your Estate?These individuals are "Personal Representatives." They are responsible for settling your estate, paying any debts and taxes, and distributing your assets according to your wishes.

Two or fewer (primary + backup)

Up to four

43

Do you own a business or multiple properties that need special handling?

Yes

No

44

Do you want to avoid probate for your family?Probate is the legal process of validating a deceased person's will, settling their debts, and distributing their assets under court supervision. You may opt to create either a Living Trust to help avoid the need for probate, or a Last Will that manages your assets but does not avoid probate.

Yes

No

45

How many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.

3 or fewer

Up to 10

46

How many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.

3 or fewer

Up to 10

47

Best Option For You:

Married Basic Trust Package

Click to View Your Recommended Estate Package and Alternatives:

Your Package

48

Best Option For You:
Married Choice Trust
Click to View Your Recommended Estate Package and Alternatives:
Your Package

49

Best Option For You:
Married Custom Trust
Click to View Your Recommended Estate Package and Alternatives:

Your Package

50

Best Option For You:
Married Basic Will
Click to View Your Recommended Estate Package and Alternatives:
Your Package

51

Best Option For You:
Married Choice Will
Click to View Your Recommended Estate Package and Alternatives:
Your Package

52

Best Option For You:
Married Custom Will
Click to View Your Recommended Estate Package and Alternatives:
Your Package

53

Best Option For You:
Parent Basic Trust
Click to View Your Recommended Estate Package and Alternatives:

Your Package

54

Best Option For You:
Parent Choice Trust
Click to View Your Recommended Estate Package and Alternatives:

Your Package

55

Best Option For You:
Parent Custom Trust
Click to View Your Recommended Estate Package and Alternatives:
Your Package

56

Best Option For You:
Parent Basic Will
Click to View Your Recommended Estate Package and Alternatives:
Your Package

57

Best Option For You:
Parent Choice Will
Click to View Your Recommended Estate Package and Alternatives:
Your Package

58

Best Option For You:
Parent Custom Will
Click to View Your Recommended Estate Package and Alternatives:
Your Package

59

Best Option For You:
Individual Trust
Click to View Your Recommended Estate Package and Alternatives:
Your Package

60

Best Option For You:
Individual Custom Trust
Click to View Your Recommended Estate Package and Alternatives:
Your Package

61

Best Option For You:
Individual Will
Click to View Your Recommended Estate Package and Alternatives:
Your Package

62

Best Option For You:
Individual Custom Will
Click to View Your Recommended Estate Package and Alternatives:
Your Package

63

Best Option For You:
Married Parent Basic Trust
Click to View Your Recommended Estate Package and Alternatives:
Your Package

64

Best Option For You:
Married Parent Choice Trust
Click to View Your Recommended Estate Package and Alternatives:
Your Package

65

Best Option For You:
Married Parent Custom Trust
Click to View Your Recommended Estate Package and Alternatives:
Your Package

66

Best Option For You:
Married Parent Basic Will
Click to View Your Recommended Estate Package and Alternatives:
Your Package

67

Best Option For You:
Married Parent Choice Will
Click to View Your Recommended Estate Package and Alternatives:
Your Package

68

Best Option For You:
Married Parent Custom Will
Click to View Your Recommended Estate Package and Alternatives:
Your Package

69

Please Schedule a Meeting with one of our Experts

Thank you for considering us for your estate planning needs.

We would love to discuss your living situation in more detail to determine if creating an estate plan through a Minnesota firm is the best fit for you.

You can schedule with one of our experts by clicking the following link. Schedule a Meeting

70

Do you own any real property in Minnesota?For property located outside Minnesota, we may engage qualified outside firms to prepare the deed. Preparation of such deeds may involve an additional fee.

Yes, one property.

Yes, two properties

Yes, more than two properties. (Any deed drafted beyond two, will be an additional $250 each.)

No.