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:
Please provide the following information as to your choice of a personal representative and first alternate personal representative in your Will.
Please provide the following information of a successor trustee in your Living Trust if a Trust is recommended.
Please provide the following information of the person you would designate to act as your agent in the event you cannot act for yourself in a Durable Power of Attorney document.