Estate Planning Questionnaire

    CONFIDENTIAL

    ESTATE PLANNING QUESTIONNAIRE

    Instructions. By filling out this form as completely as you can, you will help assure that the information is complete and accurate when you meet with the attorney. Thank you.

    Fill out only what applies to you. When finished, click on "submit" at the end of this document. If you prefer, you can download the PDF, fill it out online, and then print it.

    A. GENERAL INFORMATION









    YesNo
    YesNo
    YesNo
    YesNo

    DeathDivorceAnnulmentNo
    DeathDivorceAnnulmentNo


    DeathDivorceAnnulmentNo
    DeathDivorceAnnulmentNo

    YESNO
    YESNO

    YESNO
    YESNO

    YESNO
    YESNO
    YESNO
    YESNO
    YESNO
    YESNO

    Additional Questions:

    YESNO

    YESNO

    B. CHILDREN AND OTHER RELATIVES

    Please note that children of your present marriage are listed first. Children of prior marriage(s), whether of yourself or your spouse, are listed separately. Please write in the "other information" space any other helpful information you would like the attorney to know such as if the child is adopted or has special needs because of developmental, physical or mental disability.

    Children of Existing Marriage:














    MaleFemale


























    MaleFemale


























    MaleFemale













    Children of Prior Marriage






    ]







    MaleFemale




























    MaleFemale




























    MaleFemale















    Other Important Family Members and Other People

    Are there other important people in the lives of you and your spouse, such as a person dependent upon you for support, or a person whom you raised as a child but is not legally your child? (Note: an adopted child is legally your child and should be listed above.) If so, please list.














    MaleFemale

    YesNo













    MaleFemale

    YesNo













    MaleFemale

    YesNo

    C. IMPORTANT DOCUMENTS

    If you have executed any of the following documents, please provide your attorney with a copy if possible. If you cannot readily locate them, please be prepared to discuss their contents.

    YESNO
    YESNO
    YESNO
    YESNO
    YESNO
    YESNO
    YESNO
    YESNO
    YESNO
    YESNO
    YESNO
    YESNO

    D. SAFETY DEPOSIT BOX








    E. KEY ADVISORS









    YesNo







    YesNo







    YesNo







    YesNo
    Yes, I'd like to receive valuable information from the team at Johnston Thomas.

    Print Estate Planning Questionnaire Form

    Johnston Thomas