Before you meet with us

The Estate Planning Questionnaire

We have designed a questionnaire that will provide some of the information required for us to do an effective job in representing you for estate planning services.  It includes most factors you should consider prior to meeting with us.  Please answer the questions on this PDF document before your first appointment.

Estate Planning Questionnaire

After completing the Questionnaire, you should:

Identify a guardian or guardians for your minor child(ren).  This may be one of the more difficult decisions you will make in your estate planning.  A guardian is the person or persons with whom the child(ren) will live until they reach legal age.  You should consider the location of the guardians, their temperaments and values, their ages relative to the children, their willingness to take on the responsibility of additional minor children, and the practicality of such an arrangement given their financial circumstances and size of their residence.

Make a list of all persons, whether family members or otherwise, you wish to benefit.  List each person’s name, relationship, age, and city and state of residence.  Further, consider what is to happen if that beneficiary is deceased at the time of the property transfer, or any other circumstances, such as physical impairments or age restrictions, that would make it difficult for such a person to manage the gift you provide.

Consider any charitable organizations you wish to benefit either during your life or following your death.  Such gifts may actually help you and your family achieve greater security than if you did not give the gift.  Start by considering charities to which you currently contribute, or would like to contribute, including not only those that support causes, but also schools, colleges, hospitals, and other organizations you wish to benefit.

Consider the people or institutions (such as banks or trust institutions) with whom you feel most comfortable carrying out your plan.  For example, it is necessary to name an executor to administer your will.  If long-term financial arrangements must be made (such as for a minor child or for various tax planning reasons), a trustee may also be required.