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Estate Planning Questionnaire

Please fill out the form below:
Estate Planning Questionnaire
  • General Information Client #1
  • General Information Client #2
  • Children/ Beneficiaries
  • Children/ Beneficiaries Continued
  • Client #1 Advisors
  • Client #2 Advisors
  • Summary of Assets
  • Client #1 Estate Plan Design Information
  • Client #2 Estate Plan Design Information
  • Client #1 Trustee
  • Client #2 Trustee
  • Client #1 Power of Attorney for Health Care Agent
  • Client #2 Power of Attorney for Health Care Agent
  • Additional Questions Continued...
  • Checklist

Client #1 General Information

Home Address

Home Address
Address Line 1
Apartment/suite #
City
State/Province
Zip/Postal
Country

Telephone and Fax Number

Email Addresses

Occupation

Has a myth about Estate Planning left you confused or kept you from starting?

The Estate Planning process captures your legacy by ensuring that your wishes are fulfilled while providing protection for your loved ones and assets.  However, many myths hinder the process and even prevent some people from getting started.  That is why we put together a helpful guide to address these myths and to provide you with insightful guidance.

Thank you!