Estate Planning Questionnaire

Real Estate:

If you have real estate in addition to your homestead property, please list the address and ownership percentage below for each parcel of real estate:

Children:

Beneficiaries:

In general, to whom and how do you want your property distributed upon your death? Think about your family members, friends, former benefactors, and charities, such as public benefit nonprofit organizations, educational or religious organizations.

Consider to whom your property should go if your first-choice beneficiaries do not survive you, or - if your property is left in Trust - if they do not survive until complete distribution is made (i.e., charities, other siblings, spouse of child, etc.).

Fiduciaries

Financial Power of Attorney:

Primary Attorney-in-Fact: *

Secondary Attorney-in-Fact: *

Healthcare Power of Attorney:

Primary Healthcare Surrogate:*

Secondary Healthcare Surrogate: *

Trustees:

Primary Trustee: *

Secondary Trustee: *

Guardians of Minor Children:

Primary Guardian: *

Secondary Guardian: *

Health Related Problems - Spouse & Client

Current Documents

Please provide a copy of each existing document for both Client & Spouse:

• Will;
• Revocable Living Trust;
• Irrevocable Trust;
• Pour Over Will;
• General Durable Power of Attorney;
• Health Care Power of Attorney (or proxy);
• Living Will.

You can provide upload the documents below or provide physical copies to the office.