• Estate Planning Questionnaire

    Please complete this form to help us understand your estate planning needs. Have your personal and financial details ready for a smooth process.

  • Client Information

  • This is a fill in the field. Please add appropriate fields and text.

  • Date of birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Marital status
    • Spouse/partner details 
    • Format: (000) 000-0000.
    • Will your spouse also be a settlor of the trust or estate plan?
    • Will your spouse serve as a trustee?
    • Format: (000) 000-0000.

    • Family Information

    • Does the client have children?*
    • Child details
    • Should a special needs trust be discussed?
    • Does the client support any dependents other than children?*
    • Dependent details
    • Do any children have special needs?

    • Planning Objectives

    • Primary planning goals*
    • Do you currently have an estate plan?*
    • Existing estate plan documents and last updated date

    • Fiduciaries and Key Roles

    • Guardian Nominations for Minor Children 

    • Assets and Liabilities

    • Do you own any real estate?*
    • Property details
    • Do you own any business interests?*
    • Business interest details
    • Do you have retirement accounts?*
    • Retirement account types
    • Have beneficiary designations for retirement accounts been reviewed?
    • Do you have life insurance?*
    • Do you have significant digital assets or online accounts that should be planned for?*
    • Digital asset categories

    • Beneficiary Planning

    • Who should receive your assets at death? Include each beneficiary’s full legal name, relationship, full mailing address, phone number, and intended share or gift.*
    • Should distributions be made outright or in trust?*
    • If in trust, what distribution preferences should be included?
    • Do you want to intentionally exclude or disinherit any person who might otherwise expect to be a beneficiary or heir?
    • Are there any beneficiary concerns that should be considered?
    • Do you want to make a charitable gift as part of your estate plan?*
    • Charitable gift details

    • Incapacity and Healthcare Preferences

    • Do you want incapacity documents prepared?*
    • Power of attorney preferences
    • Healthcare directive preferences
    • End-of-life and organ donation preferences

    • Tax and Special Circumstances

    • Are you concerned about estate tax exposure?*
    • Are there prior marriages, prenuptial agreements, or blended family concerns?*
    • Are there any pending lawsuits, creditor issues, or asset protection concerns?*
    • Is anyone a non-U.S. citizen or are there any foreign assets?*

    • Documents and Follow-Up

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    • Preferred Consultation Format*
    • Best Times to Contact
    • Date of Acknowledgement*
       - -
      2 digit month, 2 digit day, 4 digit year
  • Should be Empty: