Will Questionnaire

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

First name Last name

Preferred Contact Method *

Email

Phone call

Letter

Do you prefer to be contacted by:

Address

Address 1 Address 2 City State / Province / Region ZIP / Postal Code Country

Email Address

Phone

Family Members

Please enter the following information regarding your family, including stepchildren, adoptive children, and children who have passed away.

Marital Status

Spouse

First name Last name

Child 1

First name Last name

Child 2

First name Last name

Child 3

first name Last name

Child 4

First name last name

Other Information

Property

Real Estate

Businesses

Disposition of Property

Real Estate

Personal Property

All Other Property

Other

Please list any other instructions or wishes you'd like us to know about.

Will Questionnaire

Estate Planning Questionnaire

Personal Information

Family Members

Property

Disposition of Property

Other

Helpful Links

Contact Information