Estate Planning Questionnaire

Please fill out the form below. Once we've received it, we'll review your information and contact you to discuss your estate plan, no obligations and free of charge. Required fields are marked with an asterisk (*).

Personal Information
Name *
Name
Preferred Contact Method *
Do you prefer to be contacted by:
Address
Address
Phone
Phone
Family Members
Please enter the following information regarding your family, including stepchildren, adoptive children, and children who have passed away.
Spouse
Spouse
Please enter your current or most recent spouse's name.
Child 1
Child 1
Child 2
Child 2
Child 3
Child 3
Child 4
Child 4
Please use this space for any further information you'd like to give about your family.
Property
Please list any real estate in which you own an interest.
Please list and describe any businesses in which you hold an interest.
Disposition of Property
Please describe whom you want to receive your real estate holdings when you pass away.
If there are any items of personal property (autos, furniture, jewelry, bank accounts, etc.) which you would like to leave to a specific person, please list such items and the person selected.
Any property not disposed of in the previous two sections falls into what is called the "residuary." To whom would you like to leave the residue of your estate?
Other
Please list any other instructions or wishes you'd like us to know about.