Estate Planning Questionnaire

    Estate Planning: Initial Consultation

    I. Client Information



    II. Family Information

    (Date of birth only required if under 18)


    Other Persons Named in Estate Plan

    Have you ever been divorced? If so, approximate date of divorce decree:

    III. Miscellaneous
    • (a) Approximate value of estate:

    • (b) General description of assets (e.g., real and personal property, business interests,
      investments, retirement, etc.)

    We’ll cover the rest during our conversation. Thanks!