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

Print Estate Planning Questionnaire Form

Johnston Thomas