Estate Planning Questionnaire


  • Individual Personal Information

  • Children

  • NameBirth YearCity and State of ResidencePhoneStatus (A,D,E) 
  • Your Estate Representatives

    For Wills, Durable Powers of Attorney, and/or Living Trusts
  • You must choose individuals who will seek your interests and act as your representative as a financially incapacitated individual or upon death. These are not merely honorary titles to be bestowed upon family members as a demonstrable exercise in affection. You are essentially hiring someone to do a difficult job that most people do not want to do. Therefore, select individuals who are capable, wise, and trusted to act on your behalf. For now, please consider who you can rely on to follow your wishes, competently deal with financial matters, and be independent of individuals who would attempt to exert improper pressure or influence over your affairs. Couples may choose each other (and often do) as their respective first choice for the following roles. Please select a backup choice as well. We will review the separate, but sometimes overlapping/similar roles of the trustee, personal representative, and attorney-in-fact in our consultation, but oftentimes the same individuals fill these unique roles. Couples usually select each other as their first choice, but it is not required.

  • Choice Preference (1st or 2nd)NameAddressPhoneRelationship to you 
  • Initial Property Evaluation

  • Property AddressAll legal title owners’ namesFair market value currently ( this property mortgaged or have any judgements against it? Yes/No 
  • If so, please be prepared to bring statements for these investments with you to your consultation.
  • If so, please bring paperwork evidencing coverage from your insurer to your consultation.
  • If so, please bring contact information for your financial advisor to your consultation.
  • If so, please bring your statements with you to your consultation.
  • Submission of this form does not create any type of attorney-client relationship.

    Our office will contact you by phone. Should we contact you and have to leave a voice message, please contact our office within 3 business days.

    If we do not hear back from you within 3 business days, we will not attempt to contact you further.
  • This field is for validation purposes and should be left unchanged.