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Estate Planning Questionnaire

Estate Planning Questionnaire

Estate Planning Questionnaire

The information you provide in this questionnaire will be used to help organize your personal and financial information so we can properly assess your current situation and evaluate what documents are appropriate for you. Please complete this form to the best of your ability.

Step 1 of 8

12%

Name*
Also known as
Email*
Date of birth
MM slash DD slash YYYY
Soc. Sec. # (Last 4 digits)
US Citizen
- Yes
- No
Living parents
Former spouse(s)
Business Address
Street Address Address Line 2 City State ZIP Code
Business Phone
Home Address
Street Address Address Line 2 City State ZIP Code
Home Phone
Are you married?
- Yes
- No
Spouse Name*
Also known as
Date of birth
MM slash DD slash YYYY
Soc. Sec. #
Email
US Citizen
- Yes
- No
Living parents
Former spouse(s)
Business Address
Street Address Address Line 2 City State ZIP Code
Business Phone
Home Address
Street Address Address Line 2 City State ZIP Code
Home Phone

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Children
Living children (includes and children from a prior marriage and any adopted children.)
Note: If there are no living children, list the brothers and sisters (living and deceased) of you and spouse.
- 1
- 2
- 3
- 4
- 5
- 6
Child's Name
Age
Address
Child's Name
Age
Address
Child's Name
Age
Address
Child's Name
Age
Address
Child's Name
Age
Address
Child's Name
Age
Address
Deceased children
Living children of deceased children

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Financial Contacts
Safe-deposit box
- Yes
- No
Safe-deposit box location
Accountant
- Yes
- No
Accountant's name
Insurance agent
- Yes
- No
Insurance agent's name
Stock broker
- Yes
- No
Stock broker's name
Have you ever resided in one of the following community law states while you where married: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin?
- Yes
- No
Name of state(s) and number of years resided there

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1. Real Estate (including land contracts)
Description
Owner (you, spouse, joint)
Mortgage Balance
Market Value
Description
Owner (you, spouse, joint)
Mortgage Balance
Market Value
Description
Owner (you, spouse, joint)
Mortgage Balance
Market Value
Description
Owner (you, spouse, joint)
Mortgage Balance
Market Value

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2. Cash (checking, savings, CD, money market, credit union)
Location of Account
Owner (you, spouse, joint)
Amount
Location of Account
Owner (you, spouse, joint)
Amount
Location of Account
Owner (you, spouse, joint)
Amount
Location of Account
Owner (you, spouse, joint)
Amount

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3. Stocks and Bonds
Listed securities
Listed securities (spouse)
Listed securities (joint)
Closely held (family) securities
4. Life Insurance
Insured
Company
Type of Insurance
Owner Beneficiary
Face Amount
Insured
Company
Type of Insurance
Owner Beneficiary
Face Amount
5. Retirement
Retirement benefits (list company)
IRA (list location and amount)

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6. Miscellaneous
Household furnishings, auto, collections
Value
Money owed by others to you
Value
Miscellaneous (trusts, etc.)
Value
Any gift tax returns filed?
- Yes
- No
Years filed
List significant debt or obligations other than mortgages listed above

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7. Appointments Under Your Will/Trust
Primary Beneficiary
(e.g. Spouse)
Secondary Beneficiary
(e.g. Children in equal shares or another person)
Personal Representative
(e.g. Spouse)
Alternate Personal Representative
(e.g. Adult child or friend)
Guardian for minor children after both parents deceased
(e.g. Adult child or friend)
Trustee is grantor of Trust
(One or two trustees, or the survivor)
Successor Trustee
(Can be adult child or another relative or friend)
Financial Power of Attorney
(Spouse, adult child/relative or friend to hold POA)
Successor holder of POA
(Adult relative or friend)
Medical Power of Attorney, Patient Advocate
(Spouse, adult child/relative or friend)
Successor Medical POA, Patient Advocate
(Spouse, adult child/relative or friend)
Comments
This field is for validation purposes and should be left unchanged.

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