Estate Planning Questionnaire

Please feel free to skip any question you are not comfortable answering at this time. Once the form is filled out, press Submit at the bottom of the page.

* Name:

* Phone:

* Email:

State of Residence:

Estimated Value of Estate:

Are you married?YesNo

Do you have children?YesNo

Are any of your beneficiaries minors?YesNo

Do any of your beneficiaries have special needs?YesNo

Do you have retirement accounts?YesNo

Do you own real estate?YesNo

Do you own real estate outside your current state of residence?YesNo

Please give a brief explanation:

Do you own or have an interest in a business?YesNo

Do you currently have a will?YesNo

Do you have life insurance?YesNo

Please provide any additional information you think is relevant:

Once we receive your completed questionnaire, one of our attorneys will contact you to discuss the estate planning process and provide you with a cost estimate.