Estate Plan Client Questionnaire
Child One
Child Two
Child Three
If you now support your parents or other relatives, or wish to make provisions for them in your estate plan, please provide the following:
Provide the following information as to those professionals (if applicable) who advise you.
Accountant:
Investment Counselor/Financial Planner:
Insurance Representative
If you have minor children, provide the following information as to your first and second choice as guardian:
Person 1 - who do you wish to serve as your Executor?
Person 2 - who do you wish to serve as your Executor?
Person 1 - who do you wish to serve as your Alternate Executor?
Person 2 - who do you wish to serve as your Alternate Executor?
Person 1 - who do you wish to serve as your Health Care Power of Attorney?
Person 2 - who do you wish to serve as your Health Care Power of Attorney?
Person 1 - who do you wish to serve as your Alternate Health Care Power of Attorney?
Person 2 - who do you wish to serve as your Alternate Health Care Power of Attorney?
Person 1 - if recommended, please list the Successor Trustee of your Revocable Living Trust?
Person 1 - who is your primary Durable Power of Attorney in the event you cannot act for yourself.
Person 2 - who is your primary Durable Power of Attorney in the event you cannot act for yourself.
Person 1 - who is your alternate Durable Power of Attorney in the event your primary agent cannot act.
Person 2 - who is your alternate Durable Power of Attorney in the event your primary agent cannot act.