Estate Planning Questionnaire

PERSONAL INFORMATION

First Name

Middle Name

Last Name

Suffix

Date of Birth

Social Security Number

Countries of Citizenship

Country

Marital Status

Single

Married

Divorced

Widowed

Prior Marriages

CONTACT INFORMATION

Personal Email

Work Email

Mobile Phone

Office Phone

HOME ADDRESS

Address Line 1

Address Line 2

City

State

Zip Code

Country

BUSINESS ADDRESS

Address Line 1

Address Line 2

City

State

Zip Code

Country

SPOUSE'S PERSONAL INFORMATION

First Name

Middle Name

Last Name

Suffix

Date of Birth

Social Security Number

Countries of Citizenship

Country

Prior Marriages

SPOUSE'S CONTACT INFORMATION

Phone - Mobile

Personal Email Address

CHILDREN

Do you have children?

Yes

First Name	Middle Name	Last Name	Suffix	Date of Birth	Parent

GRANDCHILDREN

Do you have grandchildren?

Yes

First Name	Middle Name	Last Name	Suffix	Date of Birth	Parent

OTHER LIVING RELATIVES

First Name	Middle Name	Last Name	Suffix	Date of Birth	Relationship

FINANCIAL INFORMATION

ESTATE DISPOSITION

ESTATE ADMINISTRATION

ADDITIONAL INFORMATION & QUESTIONS

Additional Information & Questions