Estate Planning Questionnaire for Individuals

Fields marked with an * are required

Before You Get Started

Some questions have detailed instructions. For those questions, please read all of the instructions carefully before answering.

Please do NOT use all-caps when answering the questions.

Divider

Your Information

Your Contact Information

First Name *

Middle Name *

Last Name *

Email *

Address *

City *

State *

Zip *

Telephone Number(s) *

Divider

Information About Children

Information About Your Children (if any)

First Child's Full Legal Name

First Child's Full Address

First Child's Date of Birth

Second Child's Full Legal Name

Second Child's Full Address

Second Child's Date of Birth

Third Child's Full Legal Name

Third Child's Full Address

Third Child's Date of Birth

Fourth Child's Full Legal Name

Fourth Child's Full Address

Fourth Child's Date of Birth

Fifth Child's Full Legal Name

Fifth Child's Full Address

Fifth Child's Date of Birth

Guardian(s) For Minor Children

Divider

Caring For Your Pets

Caring For Your Pets

Caretaker(s) For Pets

Divider

Your Will Fields

Your Last Will and Testament Questions

Do you wish to intentionally exclude anyone? (Full Legal Name)

Specific Bequests

Distribution of Residual Estate *

Burial Wishes / Instructions

Any Other Special Wishes You Want Noted in Your Will

My Primary Executor *

Primary Executor City and State *

My Alternate Executor *

Alternate Executor City and State *

Divider

Your Advanced Medical Directive

Your Advanced Medical Directive

Primary Medical Agent *

Alternate Medical Agent

I wish to have a 'no extraordinary measures' clause

I wish to allow my agent to make organ donation decisions

I want my medical agent's powers to start immediately

Divider

Your Power of Attorney

Your Power of Attorney

My Financial Agent *

My Alternate Financial Agent *

I want my financial agent's powers to start immediately

Divider

Representation Agreement

Representation Agreement

I agree to your Estate Planning Engagement Agreement *

HTML

By checking the box above, you are agreeing to my Estate Planning Engagement Agreement For Individuals.

This reply shall, under the terms of Virginia's Uniform Electronic Transactions Act codified at § 59.1-480 et seq., be considered a 'signature' for all legal purposes.

HTML

Estate Planning Questionnaire for Individuals

Search My Articles

Get Notified of New Posts

Contact

Quick Links

Intake Questionnaires

Downloads