Estate Planning Questionnaire

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

List all alternate names by which you have been known. (If more than one, separate with a comma or colon)
Your Address
Your Address
(use six-digit format: MM-DD-YR)
Your gender: