Trusts, Partnerships, Wills & Gifting Questionnaire

Trusts, Partnerships, Wills & Gifting Questionnaire
Please complete the following form as best you can.
Note, all information submitted in this form is highly confidential.

If you have any questions, please feel free
to call: 913-543-3836 or email: contact@wallastreet.com
Name

First NameLast Name
Email
example@example.com
Do you currently have any of the following? Please be sure to email, fax or send via postal mail the documentation for any item you check.

WillLiving WillHIPAA AuthorizationPower of Attorney for HealthcarePower of Attorney for FinancialQTIP TrustQPRT TrustRevocable TrustIrrevocable TrustCharitable TrustIrrevocable Life Insurance TrustFamily Limited Partnership
Please provide details if you intend to designate any bequests or planned gifts:
Should be Empty: