Estate Planning Questionnaire

Your Info
Old Planning Documents
Marital Status
Citizenship
Children
Assets
Debts
Beneficiaries
Fiduciaries
Incapacity Plan
Other Instructions
Review & Submit

Getting started with your plan

This questionnaire will collect information I will need to help you create your estate plan.

At the end of each section , you have an opportunity to check a box to indicated if you have questions about that section, and insert your question or just jot down a note of the issue you would like to discuss further.

At the end of the questionnaire, you will be provided with a summary of your responses to review before submitting the form. I will also ask for suggestions for how this online questionnaire might be improved.

Your Information

First Name

Middle Name

Last Name

Alternate names (e.g. maiden name, other names by which you have been known or which appear on accounts or forms of identification)

List all alternate names by which you have been known. (If more than one, separate with a comma or colon)

Your Address

City

State/Province

Zip/Postal

Your date of birth

(use six-digit format: MM-DD-YR)

Your gender:

male

female

Your Phone

Your Email