Estate Planning Questionnaire

Estate Planning Questionnaire

Family and Personal Information

MM slash DD slash YYYY
MM slash DD slash YYYY
Address
Name(s) Children
Date of Birth
 

General Outline of Will

Specific Bequests (gifts):
Name
Address
Relationship
Gift
 
Primary Beneficiary (person(s) who will receive your estate; usually your spouse)
Name
Relationship
Bequest
 
Secondary Beneficiary (person(s) who will receive your estate after your primary beneficiary)
Name
Relationship
Bequest
 
Executor of Will (person responsible to carry out the terms of the will)
Name
Address
Relationship
 
Alternate Executor
Name
Address
Relationship
 
Guardian of Minor Children
Name
Address
Relationship
 
Alternate Guardian
Name
Address
Relationship
 
Trustee for Trust for minor children
Name
Address
Relationship
 
Alternate Trustee for Trust for minor children
Name
Address
Relationship
 
Name
Name
Name