Estate Planning Pre-Meeting Questionnaire

Estate Planning Pre-Meeting Questionnaire

Answer a few questions about your family, beneficiaries, and key decision makers to prepare for your meeting.
Getting Started
Who are we preparing estate planning documents for?
If estate planning documents are being prepared for your spouse or partner, select “For me and my spouse/partner.”

About You

Your Personal Information
Your Name

First NameLast Name
Your Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Your Email Address
example@example.com
Your Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Your Marital Status
Your Primary Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code

Your Children and Family
Do you have children?
Do you have any children from a previous marriage?
Are any children under age 18?
Children
Does your spouse or partner have children from a previous marriage?

Guardian for Your Minor Children

Who do you trust to raise your child(ren) if both you and the other parent were unable to do so? The individuals listed below would be would be the guardian of your child(ren). Choose at least one person primary and one alternative guardian.
Does another person currently have parental, custodial, or legal guardianship rights for any of your minor children?
Please identify the person(s) who currently have parental, custodial, or legal guardianship rights and the minor child(ren) to whom those rights apply.
Primary Guardian for Minor Children

First NameLast Name
Primary Guardian Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Primary Guardian Email
example@example.com
Primary Guardian Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Alternate Guardian for Minor Children

First NameLast Name
Alternate Guardian Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Alternate Guardian Email
example@example.com
Is there a child or grandchild with special needs?
Special needs notes or considerations

Your Primary and Contingent Beneficiaries
Primary Beneficiaries

Primary beneficiaries are the individuals or entities designated to receive your assets upon your death. Please provide their information and indicate the percentage each should receive. Total allocations should equal 100%.
If you are married, the most common choice for primary beneficiary is your spouse.
Primary Beneficiaries
Contingent Beneficiaries

Contingent beneficiaries are the individuals or entities designated to receive your assets if your primary beneficiary dies before you, cannot be found, or rejects their inheritance. Please provide their information and indicate the percentage of assets each should receive. Total allocations should equal 100%.
If you are married with children, the most common choice for contigent beneficiaries are your children.
Contingent Beneficiaries
Do any of your beneficiaries need additional protection or support (financial safeguards) in managing their inheritance?

Specific Gifts

Naming specific gifts is optional.
Specific Gifts

A specific gift is a direct transfer of a uniquely identifiable asset (such as a specific piece of real estate, a vehicle, a family heirloom, or a bank account) to a designated beneficiary. In estate planning, specific gifts take precedent over general gifts (such as specific dollar amounts) and residuary gifts (the remaining balance of the estate). This means named items or properties are distributed first before cash bequests or leftover assets are handed out.
Are there specific gifts to include in your plan?
Specific Gifts and Recipient Details

Family Considerations
Should any family members be intentionally excluded from your estate?
Intentionally Excluded Family Members
Are there family situations that require additional planning?
Please describe any relevant family considerations or concerns

Fiduciaries and Key Decision Makers
Primary Key Decision Makers

Who do you trust to handle your finances if you are unable to manage them yourself?

Your estate plan allows you to choose people you trust to handle important responsibilities on your behalf. The same person can serve in multiple roles, or you can choose different people for each role.

Select each role below and provide the requested information for the person you would like to name.

If you want the same person to serve in all of these roles, select “Use the Same Person for All Roles” and you will only need to enter their information once.
- Handles your estate after your death.
  
  Your Executor is responsible for carrying out the instructions in your Will and settling your estate. This can include gathering your assets, paying debts and expenses, and distributing the remaining assets to your beneficiaries.
  
  Think: Who do I trust to handle my affairs and carry out my wishes after I die?
- Manages assets held in your trust.
  
  Your Trustee is responsible for managing and distributing assets held in a trust according to the instructions you establish. This may include managing assets for beneficiaries over time rather than distributing everything immediately.
  
  Think: Who do I trust to responsibly manage assets for my beneficiaries?
- Handles financial matters on your behalf.
  
  Your Financial Power of Attorney, sometimes called your “agent,” is the person you authorize to handle financial matters on your behalf. Depending on how your documents are structured, this authority may include managing accounts, paying bills, and handling other financial transactions. Your existing materials describe the role similarly.
  
  Think: Who do I trust to manage my finances if I am unable to do so myself?
- Makes medical decisions on your behalf.
  
  Your Health Care Agent is the person you authorize to make health care decisions for you if you are unable to make those decisions yourself.
  
  Think: Who do I trust to make medical decisions and decide what medical treatments I should receive for if I cannot make them myself?
- Will your primary key decision makers be your spouse or partner?
- Primary Key Decision Makers
- Should the health care agent's authority become effective immediately or only after incapacity is determined?
- Alternate Key Decision Makers

Pets
Do you have any pets?
Primary Pet Caregiver

First NameMiddle NameLast Name
Alternate Pet Caregiver

First NameMiddle NameLast Name
Do you want to leave any assets to the Primary or Contingent Pet Caregiver?
Assets You Wish to Preserve
Are there any assets you would like to keep within the family for future generations?
Notes

About Your Spouse or Partner

Your Spouse or Partner's Information
Spouse/Partner first name
Spouse/Partner last name
Spouse/Partner date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse/Partner relationship status
Spouse/Partner phone number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse/Partner email address
example@example.com
Is your Primary Address the Same as the address listed by your Spouse/Partner?
Spouse/Partner primary address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code

Spouse or Partner Children and Family
Are any children under age 18?
Children

Guardian for Spouse or Partner Minor Children

Who do you trust to raise your child(ren) if both you and the other parent were unable to do so? The individuals listed below would be would be the guardian of your child(ren). Choose at least one person primary and one alternative guardian.
Does another person currently have parental, custodial, or legal guardianship rights for any of your minor children?
Please identify the person(s) who currently have parental, custodial, or legal guardianship rights and the minor child(ren) to whom those rights apply.
Primary Guardian for Minor Children

First NameLast Name
Primary Guardian Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Primary Guardian Email
example@example.com
Primary Guardian Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Alternate Guardian for Minor Children

First NameLast Name
Alternate Guardian Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Alternate Guardian Email
example@example.com
Is there a child or grandchild with special needs?
Special needs notes or considerations

Primary and Contingent Beneficiaries
Primary Beneficiaries

Primary beneficiaries are the individuals or entities designated to receive your assets upon your death. Please provide their information and indicate the percentage each should receive. Total allocations should equal 100%.
If you are married, the most common choice for primary beneficiary is your spouse.
Primary Beneficiaries
Contingent Beneficiaries

Contingent beneficiaries are the individuals or entities designated to receive your assets if your primary beneficiary dies before you, cannot be found, or rejects their inheritance. Please provide their information and indicate the percentage of assets each should receive. Total allocations should equal 100%.
If you are married with children, the most common choice for contigent beneficiaries are your children.
Are your contingent beneficiaries the exact same as those listed earlier by your spouse/partner?
Contingent Beneficiaries
Do any of your beneficiaries need additional protection or support (financial safeguards) in managing their inheritance?

Specific Gifts

Naming specific gifts is optional.
Specific Gifts

A specific gift is a direct transfer of a uniquely identifiable asset (such as a specific piece of real estate, a vehicle, a family heirloom, or a bank account) to a designated beneficiary. In estate planning, specific gifts take precedent over general gifts (such as specific dollar amounts) and residuary gifts (the remaining balance of the estate). This means named items or properties are distributed first before cash bequests or leftover assets are handed out.
Are the specific gifts to include in your plan the exact same as those listed earlier by your spouse/partner?
Specific Gifts and Recipient Details

Family Considerations
Are the family members to be intentionally excluded from your estate plan the exact same as those listed earlier by your spouse/partner?
Intentionally Excluded Family Members
Are the family situations that require additional planning the exact same as those listed earlier by your spouse/partner?
Please describe any relevant family considerations or concerns

Key Decision Makers & Fiduciaries
Primary Key Decision Makers

Who do you trust to handle your finances if you are unable to manage them yourself?

Your estate plan allows you to choose people you trust to handle important responsibilities on your behalf. The same person can serve in multiple roles, or you can choose different people for each role.

Select each role below and provide the requested information for the person you would like to name.

If you want the same person to serve in all of these roles, select “Use the Same Person for All Roles” and you will only need to enter their information once.
- Handles your estate after your death.
  
  Your Executor is responsible for carrying out the instructions in your Will and settling your estate. This can include gathering your assets, paying debts and expenses, and distributing the remaining assets to your beneficiaries.
  
  Think: Who do I trust to handle my affairs and carry out my wishes after I die?
- Manages assets held in your trust.
  
  Your Trustee is responsible for managing and distributing assets held in a trust according to the instructions you establish. This may include managing assets for beneficiaries over time rather than distributing everything immediately.
  
  Think: Who do I trust to responsibly manage assets for my beneficiaries?
- Handles financial matters on your behalf.
  
  Your Financial Power of Attorney, sometimes called your “agent,” is the person you authorize to handle financial matters on your behalf. Depending on how your documents are structured, this authority may include managing accounts, paying bills, and handling other financial transactions. Your existing materials describe the role similarly.
  
  Think: Who do I trust to manage my finances if I am unable to do so myself?
- Makes medical decisions on your behalf.
  
  Your Health Care Agent is the person you authorize to make health care decisions for you if you are unable to make those decisions yourself.
  
  Think: Who do I trust to make medical decisions and decide what medical treatments I should receive for if I cannot make them myself?
- Will your primary key decision makers be your spouse or partner?
- Will your primary key decision makers be the exact same as those listed earlier by your spouse/partner?
- Primary Key Decision Makers
- Should the health care agent's authority become effective immediately or only after incapacity is determined?
- Will your alternate key decision makers be the exact same as those listed earlier by your spouse/partner?
- Alternate Key Decision Makers

Pets
Is your Primary and Alternate Pet Caregiver the exact same as those listed earlier by your spouse/partner?
Primary Pet Caregiver

First NameMiddle NameLast Name
Alternate Pet Caregiver

First NameMiddle NameLast Name
Do you want to leave any assets to the Primary or Contingent Pet Caregiver?
Assets You Wish to Preserve
Are the assets you would like to keep within the family for future generations the exact same as those listed earlier by your spouse/partner?
Notes

If available, please share a digital version of any existing Estate Planning documents.

Cancelof
Is there any additional information or estate planning concerns you would like us to know about?
Should be Empty:

Estate Planning Pre-Meeting Questionnaire

Getting Started

About You

Your Children and Family

Guardian for Your Minor Children

Your Primary and Contingent Beneficiaries

Specific Gifts

Family Considerations

Fiduciaries and Key Decision Makers

Pets

Assets You Wish to Preserve

About Your Spouse or Partner

Spouse or Partner Children and Family

Guardian for Spouse or Partner Minor Children

Primary and Contingent Beneficiaries

Specific Gifts

Family Considerations

Key Decision Makers & Fiduciaries

Pets

Assets You Wish to Preserve