Estate Planning Questionnaire
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Estate Planning Questionnaire

USING THIS ORGANIZER WILL ASSIST US IN DESIGNING AN ESTATE PLAN THAT MEETS YOUR GOALS. ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL.

You can pause answering this questionnaire at any time and come back later by clicking the "Save and Continue Later" link at the bottom. Note that the progress is only saved for 30 days.

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Please select the Attorney you are working with so we can notify them when you have completed this form.

Personal Information

(name most often used to title property and accounts)
Home Address
Email
US Citizenship

Spouse Information

Spouse address
Spouse Email
Spouse US Citizenship

Children and Other Family Members

Child's Name Actions
 
There are no Children.

Maximum number of children reached.

Important Family Questions

Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin

Real Property

Please add any interest in real estate including your family residence, vacation home, timeshare, vacant land, etc.
Property Address Actions
 
There are no Properties.

Maximum number of properties reached.

Business Interests

General and Limited Partnerships, Sole Proprietorships, privately-owned corporations, professional corporations, oil interests, farm, and ranch interests. ADDITIONAL INFORMATION: Give a description of the interests, who has the interest, your ownership in the interests, and the estimated value of the interests.

Designer Information

Name Actions
 
There are no Guardians.

Maximum number of guardians reached.

Financial Agent

If you are incapacitated, is there anyone you want to give authority to make legal or financial decisions on your behalf?
Name Actions
 
There are no Financial Agents.

Maximum number of financial agents reached.

Name Actions
 
There are no Financial Agents.

Maximum number of financial agents reached.

Do you want to authorize your Financial Agent to make gifts on your behalf during any period of time you are incapacitated?

Living Will

Disposition of Last Remains

Health Care

If you are incapacitated, is there anyone you want to give authority to make medical decisions on your behalf?
Name Actions
 
There are no Medical Agents.

Maximum number of medical agents reached.

Name Actions
 
There are no Medical Agents.

Maximum number of medical agents reached.

Personal Representatives

When you pass away, who do you want to designate in your will to close out your estate and distribute your assets to beneficiaries?
Name Actions
 
There are no Personal Representatives.

Maximum number of personal representatives reached.

Name Actions
 
There are no Personal Representatives.

Maximum number of personal representatives reached.

Trustee

If you create a trust for your estate plan, who would you want to give responsibility to for carrying out the instructions of your trust?
Name Actions
 
There are no Trustees.

Maximum number of trustees reached.

Name Actions
 
There are no Trustees.

Maximum number of trustees reached.

Your Concerns

Distributions of Property

How would you like to distribute your assets and property upon your death? This is for general distributions such as “half of my assets to my son and the other half to X charity.”, not for smaller gifts like “my guitar to my sister.” You will have the chance to gift specific items in another document. However, if you want to provide a specific gift of real estate, please list it here. For each person you list, please provide their full name and address.
If the people you listed above pass away before you, is there anyone (other than their descendants) that you would like their shares to go to?
If the people your spouse listed above pass away before them, is there anyone (other than their descendants) that your spouse would like their shares to go to?

Backstop Beneficiary

In a very rare situation where none of your beneficiaries can take their share, what charities would you like to benefit? You may choose as many charities as you wish and allocate percentages how you wish. You must select charitable institutions or organizations, not individual people. You are selecting one or more charities as a fallback in the case that all of your named beneficiaries are disqualified. This ensures that the government cannot ultimately control where your assets go.

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