Estate Planning Questionnaire Estate Planning Questionnaire Name(Required) Phone(Required)Email(Required) State of Residence Estimated Value of Estate Are you married? Yes No Do you have children? Yes No Are any of your beneficiaries minors? Yes No Do any of your beneficiaries have special needs? Yes No Do you have retirement accounts? Yes No Do you own real estate? Yes No Do you own real estate outside your current state of residence? Yes No Please give a brief explanation:Do you own or have an interest in a business? Yes No Do you currently have a will? Yes No Do you have life insurance? Yes No 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.