Estate Planning Questionnaire

Step 1 of 14 – Getting Started

Welcome to Your Estate Planning Questionnaire

Estate planning is personal. The right plan depends not only on what you own, but also on the people you love, the responsibilities you carry, the concerns you have, and the decisions you want to make for the future.

This questionnaire helps us understand your whole picture so that we can provide advice and prepare an estate plan tailored to you. Your answers help us identify important issues, understand your wishes, and make sure the details of your plan are accurate.

You do not need to have everything figured out before you begin. Some questions are simply designed to help you start thinking about your options. As you move through the questionnaire, we will explain important estate planning roles and concepts along the way.

Please complete as much as you can. You may save your progress and return at any time. If you are unsure about a question, you may leave it blank or let us know that you would like to discuss it with us.

Need to take a break? You can select Save & Continue Later at any time to save your progress. You’ll have the option to email yourself a unique Return Link so you can return where you left off. Your saved questionnaire will remain available for 30 days.

Saving your progress does not submit your questionnaire to Monteleon Law. Your questionnaire is only submitted to our office after you complete the final page and select Submit Questionnaire.

Who are we preparing an estate plan for?(Required)

Just Me

Me & My Partner/Spouse

About You

Please provide your information exactly as it appears on your legal and financial documents. Accurate names, dates, and contact information help us prepare your estate planning documents correctly and identify any differences in how your name may appear on important records or assets.

Full Legal Name(Required)

First Middle Last Suffix

Have you ever used another name, or has your name appeared differently on an important document?(Required)

This may include a maiden name, former married name, nickname, shortened name, middle name or initial, or a different spelling of your name that appears on a deed, bank account, investment account, insurance policy, business record, or other important document.

Yes

Date of Birth(Required)

Other Name or Name Variation (AKA)

Add other name variations separated by commas.

Email(Required)

Primary Phone(Required)

Home Address(Required)

Street Address Address Line 2 City State ZIP Code

Are you a U.S. Citizen?(Required)

Yes

Which best describes your current U.S. immigration or residency status?(Required)

This is only for estate-planning purposes. If you are unsure, select the option to discuss it with your attorney.

U.S. lawful permanent resident (green card)

Visa or other lawful U.S. immigration status

No current U.S. immigration status

Other

Unsure / I would like to discuss this with my attorney

Please describe your status.

Are you a Veteran?(Required)

Yes

What is your current marital status?(Required)

Single, never married

Married

Divorced

Widowed

Legally separated

Unmarried, but in a committed relationship

Have you ever been married before your current relationship?(Required)

Yes

About Your Spouse/Partner

Please provide your spouse or partner’s information exactly as it appears on their legal and financial documents. Accurate names, dates, and contact information help us prepare estate planning documents correctly and identify any differences in how their name may appear on important records or assets.

Full Legal Name(Required)

First Middle Last Suffix

Has your spouse/partner ever used another name, or has their name appeared differently on an important document?(Required)

Include a former, maiden, hyphenated, shortened, or differently spelled name that may appear on their legal, financial, or property records.

Yes

Date of Birth(Required)

Other Name or Name Variation (AKA)

Add other name variations separated by commas.

Email(Required)

Primary Phone(Required)

Do you and your spouse/partner live at the same address?(Required)

Yes

Home Address(Required)

Street Address Address Line 2 City State ZIP Code

Is your spouse/partner a U.S. citizen?(Required)

Yes

Which best describes your spouse/partner’s current U.S. immigration or residency status?(Required)

This is only for estate-planning purposes. If unsure, select the option to discuss it with your attorney.

U.S. lawful permanent resident (green card)

Visa or other lawful U.S. immigration status

No current U.S. immigration status

Other

Unsure / I would like to discuss this with my attorney

Please describe your spouse/partner’s status.

Is your spouse/partner a Veteran?(Required)

Yes

What is your spouse/partner’s current marital status?(Required)

Single, never married

Married

Divorced

Widowed

Legally separated

Unmarried, but in a committed relationship

Has your spouse/partner ever been married before your current relationship?(Required)

Yes

Your Family

Your family structure is an important part of your estate plan. Please tell us about all of your children, including biological children, adopted children, and stepchildren. This information helps us understand your family relationships, identify anyone who may need special consideration, and make sure your plan reflects your wishes.

Do you have any children?(Required)

Do you have any children, including biological children, adopted children, or stepchildren?

Yes

Do either you or your spouse/partner have any children?(Required)

Please include children of either of you, including biological children, adopted children, and stepchildren.

Yes

Child 1 Full Legal Name(Required)

Child 1 Full Legal Name

First Middle Last Suffix

Is Child 1 adopted?(Required)

Yes

Date of Birth(Required)

Date of Birth

Is this child living?(Required)

Is this child living?

Yes

Child 1 Date of Death(Required)

Date of Death

What is your relationship to this child?(Required)

What is your relationship to this child?

Biological Child

Adopted Child

Stepchild

Whose child is this?(Required)

Choose the option that best describes this child’s relationship to you as a couple.

Child of both of us

Your child only

Your spouse/partner’s child only

Stepchild or other family relationship

Please describe this child’s relationship to you and/or your spouse/partner.(Required)

Child 1 Marital Status(Required)

What is this child’s current marital status?

Single

Married

Divorced

Widowed

Separated

Child 1 Spouse Full Legal Name

If married, please provide the spouse’s full legal name.

First Middle Last Suffix

Child 1 Has Children(Required)

Does this child have any children of their own?

Yes

Child 1 Grandchild 1 Full Legal Name(Required)

Grandchild 1 Full Legal Name

First Middle Last Suffix

Child 1 Grandchild 1 Date of Birth(Required)

Grandchild 1 Date of Birth

Child 1 Grandchild 1 Living(Required)

Is this grandchild living?

Yes

Child 1 Grandchild 1 Date of Death(Required)

Grandchild 1 Date of Death

Child 1 Has Grandchild 2(Required)

Does this child have another child of their own?

Yes

Child 1 Grandchild 2 Full Legal Name(Required)

Grandchild 2 Full Legal Name

First Middle Last Suffix

Child 1 Grandchild 2 Date of Birth(Required)

Grandchild 2 Date of Birth

Child 1 Grandchild 2 Living(Required)

Is this grandchild living?

Yes

Child 1 Grandchild 2 Date of Death(Required)

Grandchild 2 Date of Death

Child 1 Has Grandchild 3(Required)

Does this child have another child of their own?

Yes

Child 1 Grandchild 3 Full Legal Name(Required)

Grandchild 3 Full Legal Name

First Middle Last Suffix

Child 1 Grandchild 3 Date of Birth(Required)

Grandchild 3 Date of Birth

Child 1 Grandchild 3 Living(Required)

Is this grandchild living?

Yes

Child 1 Grandchild 3 Date of Death(Required)

Grandchild 3 Date of Death

Child 1 Has Grandchild 4(Required)

Does this child have another child of their own?

Yes

Child 1 Grandchild 4 Full Legal Name(Required)

Grandchild 4 Full Legal Name

First Middle Last Suffix

Child 1 Grandchild 4 Date of Birth(Required)

Grandchild 4 Date of Birth

Child 1 Grandchild 4 Living(Required)

Is this grandchild living?

Yes

Child 1 Grandchild 4 Date of Death(Required)

Grandchild 4 Date of Death

Child 1 Has Grandchild Additional(Required)

Does this child have more children of their own to tell us about?

Yes

Child 1 Grandchildren Additional List(Required)

Please list the additional grandchildren and their dates of birth.

Add Child 2?(Required)

Do you have another child to add to this questionnaire?

Yes

Child 2 Full Legal Name(Required)

Child 2 Full Legal Name

First Middle Last Suffix

Is Child 2 adopted?(Required)

Yes

Date of Birth(Required)

Date of Birth

Is this child living?(Required)

Is this child living?

Yes

Child 2 Date of Death(Required)

Date of Death

Child 2 Relationship Individual(Required)

What is your relationship to this child?

Biological Child

Adopted Child

Stepchild

Whose child is this?(Required)

Choose the option that best describes this child’s relationship to you as a couple.

Child of both of us

Your child only

Your spouse/partner’s child only

Stepchild or other family relationship

Please describe this child’s relationship to you and/or your spouse/partner.(Required)

Child 2 Marital Status(Required)

What is this child’s current marital status?

Single

Married

Divorced

Widowed

Separated

Child 2 Spouse Full Legal Name

If married, please provide the spouse’s full legal name.

First Middle Last Suffix

Child 2 Has Children(Required)

Does this child have any children of their own?

Yes

Child 2 Grandchild 1 Full Legal Name(Required)

Grandchild 1 Full Legal Name

First Middle Last Suffix

Child 2 Grandchild 1 Date of Birth(Required)

Grandchild 1 Date of Birth

Child 2 Grandchild 1 Living(Required)

Is this grandchild living?

Yes

Child 2 Grandchild 1 Date of Death(Required)

Grandchild 1 Date of Death

Child 2 Has Grandchild 2(Required)

Does this child have another child of their own?

Yes

Child 2 Grandchild 2 Full Legal Name(Required)

Grandchild 2 Full Legal Name

First Middle Last Suffix

Child 2 Grandchild 2 Date of Birth(Required)

Grandchild 2 Date of Birth

Child 2 Grandchild 2 Living(Required)

Is this grandchild living?

Yes

Child 2 Grandchild 2 Date of Death(Required)

Grandchild 2 Date of Death

Child 2 Has Grandchild 3(Required)

Does this child have another child of their own?

Yes

Child 2 Grandchild 3 Full Legal Name(Required)

Grandchild 3 Full Legal Name

First Middle Last Suffix

Child 2 Grandchild 3 Date of Birth(Required)

Grandchild 3 Date of Birth

Child 2 Grandchild 3 Living(Required)

Is this grandchild living?

Yes

Child 2 Grandchild 3 Date of Death(Required)

Grandchild 3 Date of Death

Child 2 Has Grandchild 4(Required)

Does this child have another child of their own?

Yes

Child 2 Grandchild 4 Full Legal Name(Required)

Grandchild 4 Full Legal Name

First Middle Last Suffix

Child 2 Grandchild 4 Date of Birth(Required)

Grandchild 4 Date of Birth

Child 2 Grandchild 4 Living(Required)

Is this grandchild living?

Yes

Child 2 Grandchild 4 Date of Death(Required)

Grandchild 4 Date of Death

Child 2 Has Grandchild Additional(Required)

Does this child have more children of their own to tell us about?

Yes

Child 2 Grandchildren Additional List(Required)

Please list the additional grandchildren and their dates of birth.

Add Child 3?(Required)

Do you have another child to add to this questionnaire?

Yes

Child 3 Full Legal Name(Required)

Child 3 Full Legal Name

First Middle Last Suffix

Is Child 3 adopted?(Required)

Yes

Date of Birth(Required)

Date of Birth

Is this child living?(Required)

Is this child living?

Yes

Child 3 Date of Death(Required)

Date of Death

Child 3 Relationship Individual(Required)

What is your relationship to this child?

Biological Child

Adopted Child

Stepchild

Whose child is this?(Required)

Choose the option that best describes this child’s relationship to you as a couple.

Child of both of us

Your child only

Your spouse/partner’s child only

Stepchild or other family relationship

Please describe this child’s relationship to you and/or your spouse/partner.(Required)

Child 3 Marital Status(Required)

What is this child’s current marital status?

Single

Married

Divorced

Widowed

Separated

Child 3 Spouse Full Legal Name

If married, please provide the spouse’s full legal name.

First Middle Last Suffix

Child 3 Has Children(Required)

Does this child have any children of their own?

Yes

Child 3 Grandchild 1 Full Legal Name(Required)

Grandchild 1 Full Legal Name

First Middle Last Suffix

Child 3 Grandchild 1 Date of Birth(Required)

Grandchild 1 Date of Birth

Child 3 Grandchild 1 Living(Required)

Is this grandchild living?

Yes

Child 3 Grandchild 1 Date of Death(Required)

Grandchild 1 Date of Death

Child 3 Has Grandchild 2(Required)

Does this child have another child of their own?

Yes

Child 3 Grandchild 2 Full Legal Name(Required)

Grandchild 2 Full Legal Name

First Middle Last Suffix

Child 3 Grandchild 2 Date of Birth(Required)

Grandchild 2 Date of Birth

Child 3 Grandchild 2 Living(Required)

Is this grandchild living?

Yes

Child 3 Grandchild 2 Date of Death(Required)

Grandchild 2 Date of Death

Child 3 Has Grandchild 3(Required)

Does this child have another child of their own?

Yes

Child 3 Grandchild 3 Full Legal Name(Required)

Grandchild 3 Full Legal Name

First Middle Last Suffix

Child 3 Grandchild 3 Date of Birth(Required)

Grandchild 3 Date of Birth

Child 3 Grandchild 3 Living(Required)

Is this grandchild living?

Yes

Child 3 Grandchild 3 Date of Death(Required)

Grandchild 3 Date of Death

Child 3 Has Grandchild 4(Required)

Does this child have another child of their own?

Yes

Child 3 Grandchild 4 Full Legal Name(Required)

Grandchild 4 Full Legal Name

First Middle Last Suffix

Child 3 Grandchild 4 Date of Birth(Required)

Grandchild 4 Date of Birth

Child 3 Grandchild 4 Living(Required)

Is this grandchild living?

Yes

Child 3 Grandchild 4 Date of Death(Required)

Grandchild 4 Date of Death

Child 3 Has Grandchild Additional(Required)

Does this child have more children of their own to tell us about?

Yes

Child 3 Grandchildren Additional List(Required)

Please list the additional grandchildren and their dates of birth.

Add Child 4?(Required)

Do you have another child to add to this questionnaire?

Yes

Child 4 Full Legal Name(Required)

Child 4 Full Legal Name

First Middle Last Suffix

Is Child 4 adopted?(Required)

Yes

Date of Birth(Required)

Date of Birth

Is this child living?(Required)

Is this child living?

Yes

Child 4 Date of Death(Required)

Date of Death

Child 4 Relationship Individual(Required)

What is your relationship to this child?

Biological Child

Adopted Child

Stepchild

Whose child is this?(Required)

Choose the option that best describes this child’s relationship to you as a couple.

Child of both of us

Your child only

Your spouse/partner’s child only

Stepchild or other family relationship

Please describe this child’s relationship to you and/or your spouse/partner.(Required)

Child 4 Marital Status(Required)

What is this child’s current marital status?

Single

Married

Divorced

Widowed

Separated

Child 4 Spouse Full Legal Name

If married, please provide the spouse’s full legal name.

First Middle Last Suffix

Child 4 Has Children(Required)

Does this child have any children of their own?

Yes

Child 4 Grandchild 1 Full Legal Name(Required)

Grandchild 1 Full Legal Name

First Middle Last Suffix

Child 4 Grandchild 1 Date of Birth(Required)

Grandchild 1 Date of Birth

Child 4 Grandchild 1 Living(Required)

Is this grandchild living?

Yes

Child 4 Grandchild 1 Date of Death(Required)

Grandchild 1 Date of Death

Child 4 Has Grandchild 2(Required)

Does this child have another child of their own?

Yes

Child 4 Grandchild 2 Full Legal Name(Required)

Grandchild 2 Full Legal Name

First Middle Last Suffix

Child 4 Grandchild 2 Date of Birth(Required)

Grandchild 2 Date of Birth

Child 4 Grandchild 2 Living(Required)

Is this grandchild living?

Yes

Child 4 Grandchild 2 Date of Death(Required)

Grandchild 2 Date of Death

Child 4 Has Grandchild 3(Required)

Does this child have another child of their own?

Yes

Child 4 Grandchild 3 Full Legal Name(Required)

Grandchild 3 Full Legal Name

First Middle Last Suffix

Child 4 Grandchild 3 Date of Birth(Required)

Grandchild 3 Date of Birth

Child 4 Grandchild 3 Living(Required)

Is this grandchild living?

Yes

Child 4 Grandchild 3 Date of Death(Required)

Grandchild 3 Date of Death

Child 4 Has Grandchild 4(Required)

Does this child have another child of their own?

Yes

Child 4 Grandchild 4 Full Legal Name(Required)

Grandchild 4 Full Legal Name

First Middle Last Suffix

Child 4 Grandchild 4 Date of Birth(Required)

Grandchild 4 Date of Birth

Child 4 Grandchild 4 Living(Required)

Is this grandchild living?

Yes

Child 4 Grandchild 4 Date of Death(Required)

Grandchild 4 Date of Death

Child 4 Has Grandchild Additional(Required)

Does this child have more children of their own to tell us about?

Yes

Child 4 Grandchildren Additional List(Required)

Please list the additional grandchildren and their dates of birth.

Do you have more children to tell us about?(Required)

If you have more than four children, select Yes and list the additional children below.

Yes

Please list your additional children.

For each additional child, include full legal name, date of birth, whether living, relationship to you or your spouse/partner, whether adopted, marital status, and whether that child has children of their own.

Your Planning Goals

This section helps us understand what you want your estate plan to accomplish. You do not need to know which legal documents or trust structure you need; we will discuss that with you.

Existing Estate Planning Documents

Select the documents each person currently has. If you are unsure, leave a note below.

Me(Required)

Select every document you currently have.

None

Last Will and Testament

Revocable Living Trust

Irrevocable Trust

Power of Attorney

Health Care Proxy / Advance Directive

Living Will

DNR / MOLST / POLST

Beneficiary Designation / Transfer-on-Death Planning

Other

My Spouse/Partner(Required)

Select every document your spouse/partner currently has.

None

Last Will and Testament

Revocable Living Trust

Irrevocable Trust

Power of Attorney

Health Care Proxy / Advance Directive

Living Will

DNR / MOLST / POLST

Beneficiary Designation / Transfer-on-Death Planning

Other

Please provide any additional details about your existing documents.

Include approximate dates, where the originals are kept, or anything else you think we should know.

Additional details about your spouse/partner’s existing documents

What are your most important goals or concerns for your estate plan?

Examples may include avoiding probate, protecting a spouse or children, planning for long-term care, protecting a beneficiary, preserving a home, minimizing family conflict, or simply making sure your wishes are clear.

Are there any people you intentionally do not want to inherit from you?(Required)

Yes

Please explain who you do not want to inherit and your relationship to that person.(Required)

Are there any people your spouse/partner intentionally does not want to inherit from them?(Required)

Yes

I am not sure and would like to discuss this

Please explain who your spouse/partner does not want to inherit and their relationship to that person.(Required)

Your Estate Plan

This section asks who you want to benefit from your estate. A specific gift is a particular amount of money or item of property given before the remainder of your estate is distributed.

Your Choices

Complete the questions below for your own estate plan.

A Note About Specific Gifts

Specific gifts can be useful when you want a particular person or organization to receive a particular item or amount of money. Examples include jewelry, a vehicle, a family heirloom, or a fixed dollar gift.

We generally do not need to list every household item in your Will or Trust. Too many highly specific gifts can make an estate plan harder to administer if property is sold, replaced, or no longer owned at death. Tell us what is important to you, and we can discuss the best way to document those wishes.

Would you like to make any specific gifts of money or property?(Required)

Yes

Specific Gift 1 – Beneficiary Full Legal Name(Required)

First Middle Last Suffix

Specific Gift 1 – Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other

Please specify the relationship.(Required)

Briefly describe the relationship.

Specific Gift 1 – Gift(Required)

For example: $10,000; my engagement ring; my vehicle; a percentage of my estate.

Would you like to add another specific gift?(Required)

Yes

Specific Gift 2 – Beneficiary Full Legal Name(Required)

First Middle Last Suffix

Specific Gift 2 – Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other

Please specify the relationship.(Required)

Briefly describe the relationship.

Specific Gift 2 – Gift(Required)

For example: $10,000; my engagement ring; my vehicle; a percentage of my estate.

Would you like to add another specific gift?(Required)

Yes

Specific Gift 3 – Beneficiary Full Legal Name(Required)

First Middle Last Suffix

Specific Gift 3 – Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other

Please specify the relationship.(Required)

Briefly describe the relationship.

Specific Gift 3 – Gift(Required)

For example: $10,000; my engagement ring; my vehicle; a percentage of my estate.

Would you like to add another specific gift?(Required)

Yes

Specific Gift 4 – Beneficiary Full Legal Name(Required)

First Middle Last Suffix

Specific Gift 4 – Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other

Please specify the relationship.(Required)

Briefly describe the relationship.

Specific Gift 4 – Gift(Required)

For example: $10,000; my engagement ring; my vehicle; a percentage of my estate.

Do you have any additional specific gifts to list?(Required)

Yes

Please list the additional specific gifts.

Include the beneficiary’s full name, relationship to you, and the gift.

The Rest of Your Estate

After any specific gifts, the remainder is called your residuary estate. You can divide it among named people or organizations, or use a family-line approach so a deceased beneficiary’s descendants receive that person’s share.

Which best describes how you would like the rest of your estate distributed?(Required)

Choose the option that comes closest to your wishes. If specific people or organizations are involved, you will identify them by full legal name below. You can give us additional detail in the notes field.

Everything to my spouse/partner

Equally among my children or descendants

To my spouse/partner first, then to my children or descendants

To specific people in stated shares

To one or more charities or organizations

A combination of people and/or organizations

Other arrangement

I am not sure and would like to discuss this

Please tell us anything else about how you would like the rest of your estate distributed.

Include percentages, special instructions, or anything you would like us to discuss.

If a Beneficiary Dies Before You

One important decision is whether a deceased beneficiary’s share should pass down that beneficiary’s family line or instead be divided among your other beneficiaries.

For example, if your estate is divided equally among three children and one child dies before you leaving two children of their own, a this type of family-line distribution distribution generally allows those grandchildren to receive their parent’s share. If that is not what you want, we can structure the distribution differently.

If one of your beneficiaries dies before you, what should generally happen to that beneficiary’s share?(Required)

The first option generally keeps the deceased beneficiary’s share in that beneficiary’s family line. The second generally reallocates that share among the surviving beneficiaries in proportion to their shares (sometimes described as a pro rata redistribution). We will confirm the appropriate legal language with you.

That beneficiary’s descendants receive their share

The other surviving beneficiaries divide that share

Another person or organization receives that share

It depends on the beneficiary

I am not sure and would like to discuss this

Please describe the different rule, beneficiary-specific exception, or person/organization you have in mind.(Required)

List the beneficiary by name and explain whether that person’s share should pass to their descendants, be divided among the other beneficiaries, go to someone else, or be discussed with your attorney.

Primary Beneficiaries

Please identify the people or organizations you expect to receive the rest of your estate. If you are still deciding, provide what you know and we will discuss it with you.

Beneficiary 1(Required)

Full legal name(Required)

First Middle Last Suffix

Charity / organization name(Required)

Relationship(Required)

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Please specify the relationship.(Required)

Briefly describe the relationship.

Primary Beneficiary 1 – U.S. Citizenship / Residency(Required)

Citizenship and residence can affect some estate and tax planning issues.

U.S. citizen residing in the United States

U.S. citizen residing outside the United States

Not a U.S. citizen

I am not sure

Primary Beneficiary 1 Phone

Primary Beneficiary 1 Email

Intended share (percentage or fraction)(Required)

Percentage, fraction, equal share, or other description.

Optional instructions for this beneficiary

Would you like to add another primary beneficiary?

Yes

Beneficiary 2(Required)

Full legal name(Required)

First Middle Last Suffix

Charity / organization name(Required)

Relationship(Required)

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Please specify the relationship.(Required)

Briefly describe the relationship.

Primary Beneficiary 2 – U.S. Citizenship / Residency(Required)

Citizenship and residence can affect some estate and tax planning issues.

U.S. citizen residing in the United States

U.S. citizen residing outside the United States

Not a U.S. citizen

I am not sure

Primary Beneficiary 2 Phone

Primary Beneficiary 2 Email

Intended share (percentage or fraction)(Required)

Percentage, fraction, equal share, or other description.

Optional instructions for this beneficiary

Would you like to add another primary beneficiary?

Yes

Beneficiary 3(Required)

Full legal name(Required)

First Middle Last Suffix

Charity / organization name(Required)

Relationship(Required)

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Please specify the relationship.(Required)

Briefly describe the relationship.

Primary Beneficiary 3 – U.S. Citizenship / Residency(Required)

Citizenship and residence can affect some estate and tax planning issues.

U.S. citizen residing in the United States

U.S. citizen residing outside the United States

Not a U.S. citizen

I am not sure

Primary Beneficiary 3 Phone

Primary Beneficiary 3 Email

Intended share (percentage or fraction)(Required)

Percentage, fraction, equal share, or other description.

Optional instructions for this beneficiary

Would you like to add another primary beneficiary?

Yes

Beneficiary 4(Required)

Full legal name(Required)

First Middle Last Suffix

Charity / organization name(Required)

Relationship(Required)

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Please specify the relationship.(Required)

Briefly describe the relationship.

Primary Beneficiary 4 – U.S. Citizenship / Residency(Required)

Citizenship and residence can affect some estate and tax planning issues.

U.S. citizen residing in the United States

U.S. citizen residing outside the United States

Not a U.S. citizen

I am not sure

Primary Beneficiary 4 Phone

Primary Beneficiary 4 Email

Intended share (percentage or fraction)(Required)

Percentage, fraction, equal share, or other description.

Optional instructions for this beneficiary

Do you have additional primary beneficiaries to list?

Yes

Please list the additional primary beneficiaries and their intended shares.

If none of the primary beneficiaries survive, who should receive the estate?

You may name one or more people, charities/organizations, or another destination. Include full legal names, relationships (if applicable), and intended shares if there is more than one recipient. If you are unsure, say that you would like to discuss this with your attorney.

Charitable Gifts

If charitable giving is part of your plan, identify each organization and the gift you have in mind. We will discuss whether a Will, Trust, beneficiary designation, or another method best fits your goals.

Would you like charitable giving to be part of your estate plan?(Required)

Yes

I am not sure and would like to discuss this

Charity / Organization Name(Required)

How would you like the gift to be used?(Required)

For the organization’s general purposes

For a specific purpose or program

I am not sure

Specific Purpose / Program(Required)

Gift Amount / Percentage / Description(Required)

Would you like to add another charity or organization?(Required)

Yes

Charity / Organization Name(Required)

How would you like the gift to be used?(Required)

For the organization’s general purposes

For a specific purpose or program

I am not sure

Specific Purpose / Program(Required)

Gift Amount / Percentage / Description(Required)

Would you like to add another charity or organization?(Required)

Yes

Charity / Organization Name(Required)

How would you like the gift to be used?(Required)

For the organization’s general purposes

For a specific purpose or program

I am not sure

Specific Purpose / Program(Required)

Gift Amount / Percentage / Description(Required)

Your Spouse/Partner’s Estate Plan

Tell us whether your spouse/partner wants to use the same gifts and distribution choices. Separate details open only when needed.

Should your spouse/partner use the same gifts and distribution choices you entered for yourself?(Required)

Yes — use the same choices as Client 1

No — enter separate choices for my spouse/partner

Mostly the same or not sure — describe any differences or questions

Spouse/Partner's Separate Gifts and Distribution Choices

Complete the following questions only for your spouse/partner. These answers may be different from your answers.

A Note About Specific Gifts

Would your spouse/partner like to make any specific gifts of money or property?(Required)

Yes

Spouse/Partner Specific Gift 1 — Beneficiary Full Legal Name(Required)

First Middle Last Suffix

Spouse/Partner Specific Gift 1 — Relationship(Required)

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Spouse/Partner Specific Gift 1 — Gift(Required)

For example: $10,000; my engagement ring; my vehicle; a percentage of my estate.

Would your spouse/partner like to add another specific gift?(Required)

Yes

Spouse/Partner Specific Gift 2 — Beneficiary Full Legal Name(Required)

First Middle Last Suffix

Spouse/Partner Specific Gift 2 — Relationship(Required)

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Spouse/Partner Specific Gift 2 — Gift(Required)

For example: $10,000; my engagement ring; my vehicle; a percentage of my estate.

Would your spouse/partner like to add another specific gift?(Required)

Yes

Spouse/Partner Specific Gift 3 — Beneficiary Full Legal Name(Required)

First Middle Last Suffix

Spouse/Partner Specific Gift 3 — Relationship(Required)

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Spouse/Partner Specific Gift 3 — Gift(Required)

For example: $10,000; my engagement ring; my vehicle; a percentage of my estate.

Would your spouse/partner like to add another specific gift?(Required)

Yes

Spouse/Partner Specific Gift 4 — Beneficiary Full Legal Name(Required)

First Middle Last Suffix

Spouse/Partner Specific Gift 4 — Relationship(Required)

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Spouse/Partner Specific Gift 4 — Gift(Required)

For example: $10,000; my engagement ring; my vehicle; a percentage of my estate.

Does your spouse/partner have any additional specific gifts to list?(Required)

Yes

Please list your spouse/partner's additional specific gifts.

Include the beneficiary’s full name, relationship to you, and the gift.

The Rest of Your Spouse/Partner’s Estate

After any specific gifts, the remainder is the residuary estate. Enter separate beneficiaries only if your spouse/partner’s choices differ from yours.

Which best describes how your spouse/partner would like the rest of their estate distributed?(Required)

Everything to my spouse/partner

Equally among my children or descendants

To my spouse/partner first, then to my children or descendants

To specific people in stated shares

To one or more charities or organizations

A combination of people and/or organizations

Other arrangement

I am not sure and would like to discuss this

Please tell us anything else about how your spouse/partner would like the rest of their estate distributed.

Include percentages, special instructions, or anything you would like us to discuss.

If a Beneficiary Dies Before Your Spouse/Partner

If one of your spouse/partner’s beneficiaries dies before them, what should generally happen to that beneficiary’s share?(Required)

That beneficiary’s descendants receive their share

The other surviving beneficiaries divide that share

Another person or organization receives that share

It depends on the beneficiary

I am not sure and would like to discuss this

Please describe the different rule, beneficiary-specific exception, or person/organization you have in mind.(Required)

Your Spouse/Partner’s Primary Beneficiaries

Your spouse/partner’s Beneficiary 1(Required)

Full legal name(Required)

First Middle Last Suffix

Charity / organization name(Required)

Relationship(Required)

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Primary Beneficiary 1 – U.S. Citizenship / Residency(Required)

Citizenship and residence can affect some estate and tax planning issues.

U.S. citizen residing in the United States

U.S. citizen residing outside the United States

Not a U.S. citizen

I am not sure

Your Spouse/Partner’s Primary Beneficiary 1 Phone

Your Spouse/Partner’s Primary Beneficiary 1 Email

Intended share (percentage or fraction)(Required)

Percentage, fraction, equal share, or other description.

Optional instructions for this beneficiary

Would your spouse/partner like to add another primary beneficiary?

Yes

Your spouse/partner’s Beneficiary 2(Required)

Full legal name(Required)

First Middle Last Suffix

Charity / organization name(Required)

Relationship(Required)

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Primary Beneficiary 2 – U.S. Citizenship / Residency(Required)

Citizenship and residence can affect some estate and tax planning issues.

U.S. citizen residing in the United States

U.S. citizen residing outside the United States

Not a U.S. citizen

I am not sure

Your Spouse/Partner’s Primary Beneficiary 2 Phone

Your Spouse/Partner’s Primary Beneficiary 2 Email

Intended share (percentage or fraction)(Required)

Percentage, fraction, equal share, or other description.

Optional instructions for this beneficiary

Would your spouse/partner like to add another primary beneficiary?

Yes

Your spouse/partner’s Beneficiary 3(Required)

Full legal name(Required)

First Middle Last Suffix

Charity / organization name(Required)

Relationship(Required)

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Primary Beneficiary 3 – U.S. Citizenship / Residency(Required)

Citizenship and residence can affect some estate and tax planning issues.

U.S. citizen residing in the United States

U.S. citizen residing outside the United States

Not a U.S. citizen

I am not sure

Your Spouse/Partner’s Primary Beneficiary 3 Phone

Your Spouse/Partner’s Primary Beneficiary 3 Email

Intended share (percentage or fraction)(Required)

Percentage, fraction, equal share, or other description.

Optional instructions for this beneficiary

Would your spouse/partner like to add another primary beneficiary?

Yes

Your spouse/partner’s Beneficiary 4(Required)

Full legal name(Required)

First Middle Last Suffix

Charity / organization name(Required)

Relationship(Required)

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Primary Beneficiary 4 – U.S. Citizenship / Residency(Required)

Citizenship and residence can affect some estate and tax planning issues.

U.S. citizen residing in the United States

U.S. citizen residing outside the United States

Not a U.S. citizen

I am not sure

Your Spouse/Partner’s Primary Beneficiary 4 Phone

Your Spouse/Partner’s Primary Beneficiary 4 Email

Intended share (percentage or fraction)(Required)

Percentage, fraction, equal share, or other description.

Optional instructions for this beneficiary

Does your spouse/partner have additional primary beneficiaries to list?

Yes

Please list your spouse/partner's additional primary beneficiaries and intended shares.

If none of the primary beneficiaries survive, who should receive the estate?

Your Spouse/Partner’s Charitable Gifts

Complete this only if their charitable-giving choices differ from yours.

Your spouse/partner — Would you like charitable giving to be part of your estate plan?(Required)

Yes

I am not sure and would like to discuss this

Your spouse/partner — Charity / Organization Name(Required)

Your spouse/partner — How would you like the gift to be used?(Required)

For the organization’s general purposes

For a specific purpose or program

I am not sure

Your spouse/partner — Specific Purpose / Program(Required)

Your spouse/partner — Gift Amount / Percentage / Description(Required)

Your spouse/partner — Would you like to add another charity or organization?(Required)

Yes

Your spouse/partner — Charity / Organization Name(Required)

Your spouse/partner — How would you like the gift to be used?(Required)

For the organization’s general purposes

For a specific purpose or program

I am not sure

Your spouse/partner — Specific Purpose / Program(Required)

Your spouse/partner — Gift Amount / Percentage / Description(Required)

Your spouse/partner — Would you like to add another charity or organization?(Required)

Yes

Your spouse/partner — Charity / Organization Name(Required)

Your spouse/partner — How would you like the gift to be used?(Required)

For the organization’s general purposes

For a specific purpose or program

I am not sure

Your spouse/partner — Specific Purpose / Program(Required)

Your spouse/partner — Gift Amount / Percentage / Description(Required)

Spouse/Partner Estate Plan Differences or Questions

Use the space below for differences, exceptions, or choices your spouse/partner wants to discuss with us.

Please describe any differences from your choices or any questions your spouse/partner wants to discuss.

Your Decision-Makers

For each role, name a primary choice and, if possible, at least one backup. A backup serves only if an earlier choice cannot or will not serve. Choose people who are trustworthy, dependable, and able to communicate and make decisions under pressure.

Naming people together: Requiring co-agents or co-fiduciaries to act jointly can cause delays, disagreements, or signature problems. If you want two or more people to serve together, note that below so we can discuss the available options.

Previously entered people: Select a person already listed in the questionnaire, or choose Someone Else. A new person becomes available in later selections.

Executor

Handles the probate estate after death: gathers assets, pays proper expenses and debts, works with advisors, files required documents, and distributes the estate. Choose someone trustworthy, organized, and comfortable working with professionals.

Who would you like to name as your Primary Executor?(Required)

Choose someone you already told us about, or select Someone Else to enter a new person. A new person entered here will be available in later person selections so you do not have to enter their information again.

Who would you like to name as your First Backup Executor?

Who would you like to name as your Second Backup Executor?

Executor – Primary Full Legal Name(Required)

Your first choice to handle your estate after death.

First Middle Last Suffix

Executor – Primary Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Executor – Primary Phone(Required)

Executor – Primary Email(Required)

Executor – Primary Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Executor – First Backup Full Legal Name(Required)

This person would serve if your primary Executor cannot or will not serve.

First Middle Last Suffix

Executor – First Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Executor – First Backup Phone(Required)

Executor – First Backup Email(Required)

Executor – First Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Executor – Second Backup Full Legal Name(Required)

First Middle Last Suffix

Executor – Second Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Executor – Second Backup Phone(Required)

Executor – Second Backup Email(Required)

Executor – Second Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Financial Agent

Acts during your lifetime under a Power of Attorney and may handle banking, bills, property, insurance, benefits, and legal or financial paperwork. This authority ends at death. Choose someone you trust completely.

Who would you like to name as your Primary Financial Agent?(Required)

Who would you like to name as your First Backup Financial Agent?

Who would you like to name as your Second Backup Financial Agent?

Financial Agent – Primary Full Legal Name(Required)

Your first choice to handle financial and legal matters under your Power of Attorney.

First Middle Last Suffix

Financial Agent – Primary Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Financial Agent – Primary Phone(Required)

Financial Agent – Primary Email(Required)

Financial Agent – Primary Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Financial Agent – First Backup Full Legal Name(Required)

This person would serve if your primary financial agent cannot or will not serve.

First Middle Last Suffix

Financial Agent – First Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Financial Agent – First Backup Phone(Required)

Financial Agent – First Backup Email(Required)

Financial Agent – First Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Financial Agent – Second Backup Full Legal Name(Required)

First Middle Last Suffix

Financial Agent – Second Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Financial Agent – Second Backup Phone(Required)

Financial Agent – Second Backup Email(Required)

Financial Agent – Second Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Health Care Agent

Makes medical decisions only if you cannot make or communicate them yourself. Choose someone who understands your wishes, can speak effectively with medical providers and family, and can make difficult decisions under pressure.

Who would you like to name as your Primary Health Care Agent?(Required)

Who would you like to name as your First Backup Health Care Agent?

Who would you like to name as your Second Backup Health Care Agent?

Health Care Agent – Primary Full Legal Name(Required)

Your first choice to make medical decisions if you cannot make or communicate them yourself.

First Middle Last Suffix

Health Care Agent – Primary Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Health Care Agent – Primary Phone(Required)

Health Care Agent – Primary Email(Required)

Health Care Agent – Primary Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Health Care Agent – First Backup Full Legal Name(Required)

This person would serve if your primary health care agent cannot or will not serve.

First Middle Last Suffix

Health Care Agent – First Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Health Care Agent – First Backup Phone(Required)

Health Care Agent – First Backup Email(Required)

Health Care Agent – First Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Health Care Agent – Second Backup Full Legal Name(Required)

First Middle Last Suffix

Health Care Agent – Second Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Health Care Agent – Second Backup Phone(Required)

Health Care Agent – Second Backup Email(Required)

Health Care Agent – Second Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Trustee

Manages property held in a trust according to the trust’s terms. This role may not be needed, and the Trustee may be the same person as the Executor. Choose someone financially responsible, organized, and able to serve over time.

Who would you like to name as your Primary Trustee?

Who would you like to name as your First Backup Trustee?

Who would you like to name as your Second Backup Trustee?

Trustee – Primary Full Legal Name(Required)

If your plan includes a trust, this is your first choice to serve as Trustee.

First Middle Last Suffix

Trustee – Primary Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Trustee – Primary Phone(Required)

Trustee – Primary Email(Required)

Trustee – Primary Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Trustee – First Backup Full Legal Name(Required)

If a Trustee is needed, this person would serve if your primary Trustee cannot or will not serve.

First Middle Last Suffix

Trustee – First Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Trustee – First Backup Phone(Required)

Trustee – First Backup Email(Required)

Trustee – First Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Trustee – Second Backup Full Legal Name(Required)

Complete this only if you already know whom you would want to serve if your plan includes a trust. If your plan does not include a trust, this role may not be applicable.

First Middle Last Suffix

Trustee – Second Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Trustee – Second Backup Phone(Required)

Trustee – Second Backup Email(Required)

Trustee – Second Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Do you have any minor children, or anyone for whom you may need to nominate a guardian?(Required)

Yes

Guardian

Cares for a minor child if no parent can do so. Consider the person’s relationship with the child, values, parenting approach, health, location, family circumstances, and willingness to serve. A Trustee may separately manage the child’s inheritance.

Who would you like to name as your Primary Guardian?

Who would you like to name as your First Backup Guardian?

Who would you like to name as your Second Backup Guardian?

Guardian – Primary Full Legal Name(Required)

Your first choice to care for a minor child if a guardian is needed.

First Middle Last Suffix

Guardian – Primary Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Guardian – Primary Phone(Required)

Guardian – Primary Email(Required)

Guardian – Primary Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Guardian – First Backup Full Legal Name(Required)

This person would be your backup choice if your primary Guardian cannot or will not serve.

First Middle Last Suffix

Guardian – First Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Guardian – First Backup Phone(Required)

Guardian – First Backup Email(Required)

Guardian – First Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Guardian – Second Backup Full Legal Name(Required)

First Middle Last Suffix

Guardian – Second Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Briefly describe the relationship.

Guardian – Second Backup Phone(Required)

Guardian – Second Backup Email(Required)

Guardian – Second Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Your Spouse/Partner’s Decision-Makers

For each role, indicate whether your spouse/partner wants to use your selections. Separate person fields open only for roles that will be different.

Your Spouse/Partner’s Executor

Tell us whether your spouse/partner wants to use your executor selections.

Should your spouse/partner use the same executor and backup selections as yours?(Required)

Yes — use Client 1’s selections

Choose separately

Not sure

Spouse/Partner's Separate Executor Choices

Enter your spouse/partner’s separate executor selections below.

Who would your spouse/partner like to name as your Primary Executor?(Required)

Your Spouse/Partner’s Executor – Primary Full Legal Name(Required)

Your first choice to handle your estate after death.

First Middle Last Suffix

Executor – Primary Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Executor – Primary Phone(Required)

Your Spouse/Partner’s Executor – Primary Email(Required)

Your Spouse/Partner’s Executor – Primary Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Who would your spouse/partner like to name as your First Backup Executor?

Your Spouse/Partner’s Executor – First Backup Full Legal Name(Required)

This person would serve if your primary Executor cannot or will not serve.

First Middle Last Suffix

Executor – First Backup Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Executor – First Backup Phone(Required)

Your Spouse/Partner’s Executor – First Backup Email(Required)

Your Spouse/Partner’s Executor – First Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Who would your spouse/partner like to name as your Second Backup Executor?

Your Spouse/Partner’s Executor – Second Backup Full Legal Name(Required)

First Middle Last Suffix

Executor – Second Backup Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Executor – Second Backup Phone(Required)

Your Spouse/Partner’s Executor – Second Backup Email(Required)

Your Spouse/Partner’s Executor – Second Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Your Spouse/Partner’s Financial Agent

Tell us whether your spouse/partner wants to use your financial agent selections.

Should your spouse/partner use the same financial agent and backup selections as yours?(Required)

Yes — use Client 1’s selections

Choose separately

Not sure

Spouse/Partner's Separate Financial Agent Choices

Enter your spouse/partner’s separate financial agent selections below.

Who would your spouse/partner like to name as your Primary Financial Agent?(Required)

Your Spouse/Partner’s Financial Agent – Primary Full Legal Name(Required)

Your first choice to handle financial and legal matters under your Power of Attorney.

First Middle Last Suffix

Financial Agent – Primary Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Financial Agent – Primary Phone(Required)

Your Spouse/Partner’s Financial Agent – Primary Email(Required)

Your Spouse/Partner’s Financial Agent – Primary Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Who would your spouse/partner like to name as your First Backup Financial Agent?

Your Spouse/Partner’s Financial Agent – First Backup Full Legal Name(Required)

This person would serve if your primary financial agent cannot or will not serve.

First Middle Last Suffix

Financial Agent – First Backup Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Financial Agent – First Backup Phone(Required)

Your Spouse/Partner’s Financial Agent – First Backup Email(Required)

Your Spouse/Partner’s Financial Agent – First Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Who would your spouse/partner like to name as your Second Backup Financial Agent?

Your Spouse/Partner’s Financial Agent – Second Backup Full Legal Name(Required)

First Middle Last Suffix

Financial Agent – Second Backup Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Financial Agent – Second Backup Phone(Required)

Your Spouse/Partner’s Financial Agent – Second Backup Email(Required)

Your Spouse/Partner’s Financial Agent – Second Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Your Spouse/Partner’s Health Care Agent

Tell us whether your spouse/partner wants to use your health care agent selections.

Should your spouse/partner use the same health care agent and backup selections as yours?(Required)

Yes — use Client 1’s selections

Choose separately

Not sure

Spouse/Partner's Separate Health Care Agent Choices

Enter your spouse/partner’s separate health care agent selections below.

Who would your spouse/partner like to name as your Primary Health Care Agent?(Required)

Your Spouse/Partner’s Health Care Agent – Primary Full Legal Name(Required)

Your first choice to make medical decisions if you cannot make or communicate them yourself.

First Middle Last Suffix

Health Care Agent – Primary Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Health Care Agent – Primary Phone(Required)

Your Spouse/Partner’s Health Care Agent – Primary Email(Required)

Your Spouse/Partner’s Health Care Agent – Primary Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Who would your spouse/partner like to name as your First Backup Health Care Agent?

Your Spouse/Partner’s Health Care Agent – First Backup Full Legal Name(Required)

This person would serve if your primary health care agent cannot or will not serve.

First Middle Last Suffix

Health Care Agent – First Backup Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Health Care Agent – First Backup Phone(Required)

Your Spouse/Partner’s Health Care Agent – First Backup Email(Required)

Your Spouse/Partner’s Health Care Agent – First Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Who would your spouse/partner like to name as your Second Backup Health Care Agent?

Your Spouse/Partner’s Health Care Agent – Second Backup Full Legal Name(Required)

First Middle Last Suffix

Health Care Agent – Second Backup Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Health Care Agent – Second Backup Phone(Required)

Your Spouse/Partner’s Health Care Agent – Second Backup Email(Required)

Your Spouse/Partner’s Health Care Agent – Second Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Your Spouse/Partner’s Trustee

Tell us whether your spouse/partner wants to use your trustee selections.

Should your spouse/partner use the same trustee and backup selections as yours?(Required)

Yes — use Client 1’s selections

Choose separately

Not sure

Spouse/Partner's Separate Trustee Choices

Enter your spouse/partner’s separate trustee selections below.

Who would your spouse/partner like to name as your Primary Trustee?

Your Spouse/Partner’s Trustee – Primary Full Legal Name(Required)

If your plan includes a trust, this is your first choice to serve as Trustee.

First Middle Last Suffix

Trustee – Primary Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Trustee – Primary Phone(Required)

Your Spouse/Partner’s Trustee – Primary Email(Required)

Your Spouse/Partner’s Trustee – Primary Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Who would your spouse/partner like to name as your First Backup Trustee?

Your Spouse/Partner’s Trustee – First Backup Full Legal Name(Required)

If a Trustee is needed, this person would serve if your primary Trustee cannot or will not serve.

First Middle Last Suffix

Trustee – First Backup Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Trustee – First Backup Phone(Required)

Your Spouse/Partner’s Trustee – First Backup Email(Required)

Your Spouse/Partner’s Trustee – First Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Who would your spouse/partner like to name as your Second Backup Trustee?

Your Spouse/Partner’s Trustee – Second Backup Full Legal Name(Required)

Complete this only if you already know whom you would want to serve if your plan includes a trust. If your plan does not include a trust, this role may not be applicable.

First Middle Last Suffix

Trustee – Second Backup Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Trustee – Second Backup Phone(Required)

Your Spouse/Partner’s Trustee – Second Backup Email(Required)

Your Spouse/Partner’s Trustee – Second Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Your Spouse/Partner’s Guardian

Tell us whether your spouse/partner wants to use your guardian selections.

Should your spouse/partner use the same guardian and backup selections as yours?(Required)

Yes — use Client 1’s selections

Choose separately

Not sure

Spouse/Partner's Separate Guardian Choices

Enter your spouse/partner’s separate guardian selections below.

Who would your spouse/partner like to name as your Primary Guardian?

Your Spouse/Partner’s Guardian – Primary Full Legal Name(Required)

Your first choice to care for a minor child if a guardian is needed.

First Middle Last Suffix

Guardian – Primary Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Guardian – Primary Phone(Required)

Your Spouse/Partner’s Guardian – Primary Email(Required)

Your Spouse/Partner’s Guardian – Primary Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Who would your spouse/partner like to name as your First Backup Guardian?

Your Spouse/Partner’s Guardian – First Backup Full Legal Name(Required)

This person would be your backup choice if your primary Guardian cannot or will not serve.

First Middle Last Suffix

Guardian – First Backup Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Guardian – First Backup Phone(Required)

Your Spouse/Partner’s Guardian – First Backup Email(Required)

Your Spouse/Partner’s Guardian – First Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Who would your spouse/partner like to name as your Second Backup Guardian?

Your Spouse/Partner’s Guardian – Second Backup Full Legal Name(Required)

First Middle Last Suffix

Guardian – Second Backup Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Briefly describe the relationship.

Your Spouse/Partner’s Guardian – Second Backup Phone(Required)

Your Spouse/Partner’s Guardian – Second Backup Email(Required)

Your Spouse/Partner’s Guardian – Second Backup Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Spouse/Partner Decision-Maker Questions

Use the space below for any roles your spouse/partner is not yet ready to decide.

Please tell us which decision-maker selections your spouse/partner wants to discuss.

Health Care & End-of-Life Preferences

These questions are about the medical care you would want if you could not make or communicate decisions for yourself.

A terminal or irreversible condition can look different from person to person. It may involve an illness such as advanced cancer or another disease from which recovery is not expected. It may also involve a condition in which you are permanently unconscious or no longer meaningfully aware of yourself or your surroundings, such as a permanent coma or advanced dementia.

Life-sustaining treatment can include CPR, a ventilator or breathing machine, artificial nutrition and hydration, dialysis, medications to support blood pressure or heart function, and other intensive treatments used to keep the body functioning.

If your heart or breathing stops in a hospital and there is no medical order directing otherwise, the medical team will generally begin emergency resuscitation efforts. Those efforts can be appropriate when there is a reasonable possibility of recovery, but in advanced terminal or irreversible illness they may also prolong the dying process, cause injury or discomfort, or result in survival without the level of recovery you would consider meaningful.

Some people want all available treatment. Others want comfort-focused care when recovery is no longer reasonably expected. Others prefer a time-limited trial of treatment to see whether there is meaningful improvement before deciding whether treatment should continue. There is no single answer that is right for everyone; these questions help us understand your values so we can review the available choices with you.

If you had a terminal illness from which you were not expected to recover, what would you generally want regarding life-prolonging treatment?(Required)

Comfort-focused care — prioritize comfort and symptom relief; do not continue treatment solely to prolong dying when meaningful recovery is not reasonably expected

Continue life-sustaining treatment — continue treatment as long as medically possible, even if meaningful recovery is very unlikely

Time-limited trial — try treatment for a limited period, then reassess and transition to comfort-focused care if there is no meaningful improvement

It depends on the circumstances — factors may include likelihood of recovery, ability to communicate or recognize others, pain, and quality of life

I am not sure and would like to discuss this

What circumstances would matter most to you for a terminal illness?(Required)

If you were permanently unconscious or otherwise unaware of yourself and your surroundings with no reasonable expectation of recovery, what would you generally want regarding life-prolonging treatment?(Required)

This can include circumstances such as a permanent coma or advanced dementia where meaningful awareness is not expected to return.

Comfort-focused care — prioritize comfort and symptom relief; do not continue treatment solely to prolong dying when meaningful recovery is not reasonably expected

Continue life-sustaining treatment — continue treatment as long as medically possible, even if meaningful recovery is very unlikely

Time-limited trial — try treatment for a limited period, then reassess and transition to comfort-focused care if there is no meaningful improvement

It depends on the circumstances — factors may include likelihood of recovery, ability to communicate or recognize others, pain, and quality of life

I am not sure and would like to discuss this

What circumstances would matter most to you if permanently unaware?(Required)

What are your preferences regarding artificial nutrition and hydration if you could no longer eat or drink on your own?(Required)

Provide it as long as medically possible

Try it for a limited period and reassess

Do not provide or continue it if it would only prolong the dying process

It depends on the circumstances

I am not sure and would like to discuss this

What circumstances would matter most to you regarding artificial nutrition and hydration?(Required)

Would you want hospice care considered when treatment is no longer expected to help you recover or meet your goals?(Required)

Yes

It depends on the circumstances

I am not sure and would like to discuss this

Would you like to authorize organ and tissue donation after death?(Required)

Yes, for transplant and therapeutic purposes

Yes, including donation for medical research or education

Only certain organs or tissues

I am not sure and would like to discuss this

Please describe any limitations or special instructions regarding organ or tissue donation.

Are there any religious, spiritual, cultural, personal, or family considerations that should guide your health care or end-of-life decisions?

Your Spouse/Partner’s Health Care and End-of-Life Preferences

Tell us whether your spouse/partner wants to use the same general preferences. Separate questions open only when needed.

Should your spouse/partner use the same health care and end-of-life preferences as yours?(Required)

Yes — use the same choices as Client 1

No — enter separate choices for my spouse/partner

Mostly the same or not sure — describe any differences or questions

Spouse/Partner's Separate Health Care Preferences

Complete these questions only for your spouse/partner.

If your spouse/partner had a terminal illness from which they were not expected to recover, what would they generally want regarding life-prolonging treatment?(Required)

They would want comfort-focused care — prioritize comfort and symptom relief; do not continue treatment solely to prolong dying when meaningful recovery is not reasonably expected

They would want life-sustaining treatment continued as long as medically possible, even if meaningful recovery is very unlikely

They would want a time-limited trial — try treatment for a limited period, then reassess and transition to comfort-focused care if there is no meaningful improvement

It depends on the circumstances — factors may include likelihood of recovery, awareness, pain, and quality of life

They are not sure and would like to discuss this

What circumstances would matter most to your spouse/partner for a terminal illness?(Required)

If your spouse/partner were permanently unconscious or otherwise unaware of themselves and their surroundings with no reasonable expectation of recovery, what would they generally want regarding life-prolonging treatment?(Required)

This can include circumstances such as a permanent coma or advanced dementia where meaningful awareness is not expected to return.

They would want comfort-focused care — prioritize comfort and symptom relief; do not continue treatment solely to prolong dying when meaningful recovery is not reasonably expected

They would want life-sustaining treatment continued as long as medically possible, even if meaningful recovery is very unlikely

They would want a time-limited trial — try treatment for a limited period, then reassess and transition to comfort-focused care if there is no meaningful improvement

It depends on the circumstances — factors may include likelihood of recovery, awareness, pain, and quality of life

They are not sure and would like to discuss this

What circumstances would matter most to your spouse/partner if permanently unaware?(Required)

What would your spouse/partner prefer regarding artificial nutrition and hydration if they could no longer eat or drink on their own?(Required)

They would want it provided as long as medically possible

They would want a limited trial and reassessment

They would not want it provided or continued if it would only prolong the dying process

It depends on the circumstances

They are not sure and would like to discuss this

What circumstances would matter most to your spouse/partner regarding artificial nutrition and hydration?(Required)

Would your spouse/partner want hospice care considered when treatment is no longer expected to help them recover or meet their goals?(Required)

Yes

It depends on the circumstances

I am not sure and would like to discuss this

Would your spouse/partner like to authorize organ and tissue donation after death?(Required)

Yes, for transplant and therapeutic purposes

Yes, including donation for medical research or education

Only certain organs or tissues

I am not sure and would like to discuss this

Please describe any limitations or special instructions your spouse/partner has regarding organ or tissue donation.

Are there any religious, spiritual, cultural, personal, or family considerations that should guide your spouse/partner's health care or end-of-life decisions?

Spouse/Partner Health Care Differences or Questions

Use the space below for differences, exceptions, or issues your spouse/partner wants to discuss.

Please describe any differences from your preferences or any questions your spouse/partner wants to discuss.

Final Arrangements

Talking with family about your wishes is helpful, but verbal instructions can be forgotten, misunderstood, or difficult to follow during an emotional time. Documenting your preferences and identifying the person you want involved can provide clearer guidance.

You may use this section to tell us about funeral, burial, cremation, memorial, religious, military, obituary, or other wishes. We will discuss the appropriate way to document these instructions and who should have legal authority to carry them out.

What type of final arrangement do you generally prefer?(Required)

Burial

Cremation

Green / natural burial

Donation of body to science

Other

I am not sure

Other Final Arrangement

Have you made or prepaid any funeral, burial, cremation, cemetery, or other final-arrangement plans?(Required)

Yes

Please describe any existing or prepaid arrangements.

Include the funeral home, cemetery, crematory, organization, plot information, or prepaid plan details if known.

Person to Handle Final Arrangements

Please identify the person you would prefer to handle or coordinate your final arrangements, subject to the legal documents and law applicable to your plan.

Who would you like to name to handle your Final Arrangements?(Required)

Final Arrangements Agent – Full Legal Name(Required)

First Middle Last Suffix

Final Arrangements Agent – Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Add other name variations separated by commas.

Final Arrangements Agent – Phone(Required)

Final Arrangements Agent – Email(Required)

Final Arrangements Agent – Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Backup Person for Final Arrangements

If your first choice is unable or unwilling to act, identify a backup person you would want involved.

Who would you like to name as your Backup Final Arrangements Agent?

Backup Final Arrangements Agent – Full Legal Name(Required)

First Middle Last Suffix

Backup Final Arrangements Agent – Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please specify the relationship.

Add other name variations separated by commas.

Backup Final Arrangements Agent – Phone(Required)

Backup Final Arrangements Agent – Email(Required)

Backup Final Arrangements Agent – Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Please provide any special funeral, memorial, burial, cremation, obituary, religious, military, or other final-arrangement instructions.

Your Spouse/Partner’s Final Arrangements

Tell us whether your spouse/partner wants to use the same preferences and people. Separate questions open only when needed.

Should your spouse/partner use the same final-arrangement preferences and person selections as yours?(Required)

Yes — use the same choices as Client 1

No — enter separate choices for my spouse/partner

Mostly the same or not sure — describe any differences or questions

Spouse/Partner's Separate Final Arrangements

Complete these questions only for your spouse/partner.

What type of final arrangement does your spouse/partner generally prefer?(Required)

Burial

Cremation

Green / natural burial

Donation of body to science

Other

I am not sure

Your Spouse/Partner’s Other Final Arrangement

Has your spouse/partner made or prepaid any funeral, burial, cremation, cemetery, or other final-arrangement plans?(Required)

Yes

Please describe your spouse/partner's existing or prepaid arrangements.

Include the funeral home, cemetery, crematory, organization, plot information, or prepaid plan details if known.

Person to Handle Your Spouse/Partner’s Final Arrangements

Who would your spouse/partner like to name to handle their final arrangements?(Required)

Spouse/Partner Final Arrangements Agent — Full Legal Name(Required)

First Middle Last Suffix

Final Arrangements Agent — Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Add other name variations separated by commas.

Spouse/Partner Final Arrangements Agent — Phone(Required)

Spouse/Partner Final Arrangements Agent — Email(Required)

Spouse/Partner Final Arrangements Agent — Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Backup Person for Your Spouse/Partner’s Final Arrangements

Who would your spouse/partner like to name as their backup final-arrangements agent?

Spouse/Partner Backup Final Arrangements Agent — Full Legal Name(Required)

First Middle Last Suffix

Backup Final Arrangements Agent — Relationship to Your Spouse/Partner(Required)

Spouse/Partner

Child

Grandchild

Sibling

Friend

Professional

Other

Please describe the relationship.(Required)

Add other name variations separated by commas.

Spouse/Partner Backup Final Arrangements Agent — Phone(Required)

Spouse/Partner Backup Final Arrangements Agent — Email(Required)

Spouse/Partner Backup Final Arrangements Agent — Mailing Address(Required)

Please provide this person’s current mailing address if it has not already been provided earlier in the questionnaire.

Street Address Address Line 2 City State ZIP Code

Please provide any special funeral, memorial, burial, cremation, obituary, religious, military, or other final-arrangement instructions for your spouse/partner.

Spouse/Partner Final-Arrangement Differences or Questions

Use the space below for differences, exceptions, or issues your spouse/partner wants to discuss.

Please describe any differences from your choices or any questions your spouse/partner wants to discuss.

Special Family & Planning Considerations

Certain family, health, financial, or legal circumstances may affect how an inheritance should be structured. These questions help us identify issues to discuss with you.

Protecting an Inheritance

Leaving an inheritance does not always mean giving it to a beneficiary outright. In some circumstances, keeping an inheritance in trust can provide meaningful protection.

Trust planning may be appropriate when a beneficiary is young, has a disability or receives public benefits, has creditor or divorce concerns, struggles with money or addiction, or when you simply want the inheritance managed and protected over time. You do not need to know what type of trust would be appropriate; these questions help us identify when we should discuss the options with you.

Is there anyone whose inheritance may need to be protected or managed rather than distributed to them outright?(Required)

Examples include minority, disability or public benefits, creditor or divorce exposure, addiction, difficulty managing money, or another vulnerability.

Yes

I am not sure and would like to discuss this

Please identify the person and describe the concern.(Required)

You do not need to recommend a legal solution. Just tell us the concern.

Are there any significant family conflicts or strained relationships that may affect your estate plan?(Required)

Yes

Please describe the family conflict or concern.

Me — Family loans or advances?(Required)

Yes

Please describe the loan, advance, or prior gift.(Required)

Include who received it, the approximate amount, and whether you want it considered in the estate plan.

My Spouse/Partner — Have they made or received any significant family loans or advances?(Required)

Yes

Please provide details.(Required)

Include who received it, the approximate amount, and whether you want it considered in the estate plan.

Do you or your spouse/partner have any medical, disability, or long-term care concerns that may affect planning?(Required)

Yes

Please describe the medical, disability, or long-term care concerns.

Me — Do I have long-term-care insurance?(Required)

Yes

Long-Term Care Insurance Company / Policy Information(Required)

My Spouse/Partner — Do they have long-term-care insurance?(Required)

Yes

Spouse/Partner Long-Term Care Insurance Company / Policy Information(Required)

Me — Prior federal gift-tax returns?(Required)

Yes

Please provide the approximate year(s) and any details you know about the gift tax return(s).(Required)

My Spouse/Partner — Have they ever filed a federal gift-tax return?(Required)

Yes

Please provide details.(Required)

Me — Significant gifts or transfers within the last five years?(Required)

Yes

Please describe the gift or transfer, recipient, approximate value, and date.(Required)

My Spouse/Partner — Have they made any significant gifts or transfers within the last five years?(Required)

Yes

Please provide details.(Required)

Me — Pending lawsuits, divorces, creditor issues, or other legal matters?(Required)

Yes

Please describe the legal matter.(Required)

My Spouse/Partner — Are there pending lawsuits, divorces, creditor issues, or other legal matters that may affect their planning?(Required)

Yes

Please provide details.(Required)

Planning for Pets

Estate planning can also address what happens to pets if you become unable to care for them or after your death. You can identify a preferred caregiver and discuss whether money should be set aside for their care.

Do you have any pets for whom you would like to plan?(Required)

Yes

Please tell us about your pet or pets.(Required)

Include names, type of animal, age if known, and any important care information.

Pet caregiver’s full legal name(Required)

First Middle Last Suffix

Who would you prefer to care for your pets?(Required)

Would you like to consider setting aside funds for your pet's care?(Required)

We can discuss the available planning options.

Yes

I am not sure and would like to discuss this

Do you have a safe deposit box?(Required)

Yes

Whose name is on the safe deposit box?(Required)

Select all that apply.

My spouse/partner

Another person

Other Person's Name(Required)

Complete this if you selected Another person above.

Where is the safe deposit box located?(Required)

Where are your important original documents currently kept?

Your Assets

Your Will does not necessarily control everything you own. How an asset is titled and whether it has a beneficiary designation can determine how that asset passes at death.

For example, jointly owned property, retirement accounts, life insurance, payable-on-death accounts, and transfer-on-death accounts may pass outside of a Will. Understanding ownership and beneficiary designations also helps us identify assets that may need to be coordinated with a trust.

We do not need passwords or online login information. If you prefer not to provide a complete account or policy number, the last four digits are sufficient for this questionnaire.

Do you own any real estate?(Required)

Yes

Real Estate 1

Please provide the property information below.

Real Estate 1 Property Address(Required)

Street Address Address Line 2 City State ZIP Code

Real Estate 1 – Owner(s) / Title(Required)

For example: individually, jointly, in a trust, LLC, etc.

Real Estate 1 – Approximate Value(Required)

Real Estate 1 – Mortgage / Loan Balance

Real Estate 1 – Property Type(Required)

Primary Residence

Second / Vacation Home

Rental / Investment Property

Timeshare

Commercial Property

Vacant Land

Other

Would you like to add another real estate property?(Required)

Yes

Real Estate 2

Please provide the property information below.

Real Estate 2 Property Address(Required)

Street Address Address Line 2 City State ZIP Code

Real Estate 2 – Owner(s) / Title(Required)

For example: individually, jointly, in a trust, LLC, etc.

Real Estate 2 – Approximate Value(Required)

Real Estate 2 – Mortgage / Loan Balance

Real Estate 2 – Property Type(Required)

Primary Residence

Second / Vacation Home

Rental / Investment Property

Timeshare

Commercial Property

Vacant Land

Other

Would you like to add another real estate property?(Required)

Yes

Real Estate 3

Please provide the property information below.

Real Estate 3 Property Address(Required)

Street Address Address Line 2 City State ZIP Code

Real Estate 3 – Owner(s) / Title(Required)

For example: individually, jointly, in a trust, LLC, etc.

Real Estate 3 – Approximate Value(Required)

Real Estate 3 – Mortgage / Loan Balance

Real Estate 3 – Property Type(Required)

Primary Residence

Second / Vacation Home

Rental / Investment Property

Timeshare

Commercial Property

Vacant Land

Other

Would you like to add another real estate property?(Required)

Yes

Real Estate 4

Please provide the property information below.

Real Estate 4 Property Address(Required)

Street Address Address Line 2 City State ZIP Code

Real Estate 4 – Owner(s) / Title(Required)

For example: individually, jointly, in a trust, LLC, etc.

Real Estate 4 – Approximate Value(Required)

Real Estate 4 – Mortgage / Loan Balance

Real Estate 4 – Property Type(Required)

Primary Residence

Second / Vacation Home

Rental / Investment Property

Timeshare

Commercial Property

Vacant Land

Other

Do you have additional real estate to list?(Required)

Yes

Please list the additional real estate.

Bank Accounts

Please list each bank account separately so we can see how it is owned and whether a beneficiary designation applies.

Do you have any bank accounts?(Required)

Yes

Owner(s)(Required)

Financial Institution(Required)

Account Type(Required)

Checking

Savings

Money Market

Other

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Would you like to add another bank account?(Required)

Yes

Owner(s)(Required)

Financial Institution(Required)

Account Type(Required)

Checking

Savings

Money Market

Other

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Would you like to add another bank account?(Required)

Yes

Owner(s)(Required)

Financial Institution(Required)

Account Type(Required)

Checking

Savings

Money Market

Other

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Would you like to add another bank account?(Required)

Yes

Owner(s)(Required)

Financial Institution(Required)

Account Type(Required)

Checking

Savings

Money Market

Other

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Do you have additional bank accounts to list?(Required)

Yes

Please list any additional bank accounts.

Certificates of Deposit (CDs)

Please list each certificate of deposit separately so we can see how it is owned and whether a beneficiary designation applies.

Do you have any certificates of deposit (cds)?(Required)

Yes

Owner(s)(Required)

Financial Institution(Required)

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Would you like to add another certificate of deposit?(Required)

Yes

Owner(s)(Required)

Financial Institution(Required)

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Would you like to add another certificate of deposit?(Required)

Yes

Owner(s)(Required)

Financial Institution(Required)

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Would you like to add another certificate of deposit?(Required)

Yes

Owner(s)(Required)

Financial Institution(Required)

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Do you have additional certificates of deposit (cds) to list?(Required)

Yes

Please list any additional certificates of deposit (cds).

Do you have investment / brokerage accounts?(Required)

Yes

Investment / Brokerage Account

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Owner(s)(Required)

Financial Institution(Required)

Account Type(Required)

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Would you like to add another investment / brokerage account?(Required)

Yes

Investment / Brokerage Account

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Owner(s)(Required)

Financial Institution(Required)

Account Type(Required)

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Would you like to add another investment / brokerage account?(Required)

Yes

Investment / Brokerage Account

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Owner(s)(Required)

Financial Institution(Required)

Account Type(Required)

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Would you like to add another investment / brokerage account?(Required)

Yes

Investment / Brokerage Account

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Owner(s)(Required)

Financial Institution(Required)

Account Type(Required)

Account Number / Last Four Digits

You may provide only the last four digits if you prefer.

Approximate Value(Required)

Named Beneficiary / POD / TOD, if any

Do you have additional investment / brokerage accounts to list?(Required)

Yes

Please list any additional investment / brokerage accounts.

Do you have retirement accounts?(Required)

Yes

Retirement Account

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Owner(Required)

Institution / Employer(Required)

Account Type(Required)

For example: IRA, Roth IRA, 401(k), 403(b), TSP, pension, annuity.

Traditional IRA

Roth IRA

401(k)

403(b)

457 Plan

TSP

Pension

Annuity

SEP IRA

SIMPLE IRA

Other

I am not sure

Account Number / Last Four Digits

Approximate Value(Required)

Primary Beneficiary

Contingent Beneficiary

Would you like to add another retirement account?(Required)

Yes

Retirement Account

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Owner(Required)

Institution / Employer(Required)

Account Type(Required)

For example: IRA, Roth IRA, 401(k), 403(b), TSP, pension, annuity.

Traditional IRA

Roth IRA

401(k)

403(b)

457 Plan

TSP

Pension

Annuity

SEP IRA

SIMPLE IRA

Other

I am not sure

Account Number / Last Four Digits

Approximate Value(Required)

Primary Beneficiary

Contingent Beneficiary

Would you like to add another retirement account?(Required)

Yes

Retirement Account

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Owner(Required)

Institution / Employer(Required)

Account Type(Required)

For example: IRA, Roth IRA, 401(k), 403(b), TSP, pension, annuity.

Traditional IRA

Roth IRA

401(k)

403(b)

457 Plan

TSP

Pension

Annuity

SEP IRA

SIMPLE IRA

Other

I am not sure

Account Number / Last Four Digits

Approximate Value(Required)

Primary Beneficiary

Contingent Beneficiary

Would you like to add another retirement account?(Required)

Yes

Retirement Account

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Owner(Required)

Institution / Employer(Required)

Account Type(Required)

For example: IRA, Roth IRA, 401(k), 403(b), TSP, pension, annuity.

Traditional IRA

Roth IRA

401(k)

403(b)

457 Plan

TSP

Pension

Annuity

SEP IRA

SIMPLE IRA

Other

I am not sure

Account Number / Last Four Digits

Approximate Value(Required)

Primary Beneficiary

Contingent Beneficiary

Do you have additional retirement accounts to list?(Required)

Yes

Please list any additional retirement accounts.

Do you have life insurance policies?(Required)

Yes

Life Insurance Policy

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Insured Person(Required)

Owner(Required)

Policy Type(Required)

Term Life

Whole Life / Permanent Life

I am not sure

Approximate Cash Value

Cash value is different from the death benefit.

Insurance Company(Required)

Policy Number / Last Four Digits

Approximate Death Benefit(Required)

Primary Beneficiary

Contingent Beneficiary

Would you like to add another life insurance policy?(Required)

Yes

Life Insurance Policy

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Insured Person(Required)

Owner(Required)

Policy Type(Required)

Term Life

Whole Life / Permanent Life

I am not sure

Approximate Cash Value

Cash value is different from the death benefit.

Insurance Company(Required)

Policy Number / Last Four Digits

Approximate Death Benefit(Required)

Primary Beneficiary

Contingent Beneficiary

Would you like to add another life insurance policy?(Required)

Yes

Life Insurance Policy

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Insured Person(Required)

Owner(Required)

Policy Type(Required)

Term Life

Whole Life / Permanent Life

I am not sure

Approximate Cash Value

Cash value is different from the death benefit.

Insurance Company(Required)

Policy Number / Last Four Digits

Approximate Death Benefit(Required)

Primary Beneficiary

Contingent Beneficiary

Would you like to add another life insurance policy?(Required)

Yes

Life Insurance Policy

Please provide the information you know. You may leave a field blank if you need to confirm it later.

Insured Person(Required)

Owner(Required)

Policy Type(Required)

Term Life

Whole Life / Permanent Life

I am not sure

Approximate Cash Value

Cash value is different from the death benefit.

Insurance Company(Required)

Policy Number / Last Four Digits

Approximate Death Benefit(Required)

Primary Beneficiary

Contingent Beneficiary

Do you have additional life insurance policies to list?(Required)

Yes

Please list any additional life insurance policies.

Vehicles, Boats, Campers & Trailers

Please list titled or registered vehicles and recreational property. Ownership and any outstanding loan can affect how the property is handled.

Do you own any vehicles, boats, campers, RVs, or trailers?(Required)

Yes

Type(Required)

Car / Truck / SUV

Motorcycle

Boat

Camper / RV

Trailer

Other

Year / Make / Model or Description(Required)

Registered / Titled Owner(s)(Required)

Is it paid off?

Yes

Approximate Value(Required)

Would you like to add another vehicle, boat, camper, RV, or trailer?(Required)

Yes

Type(Required)

Car / Truck / SUV

Motorcycle

Boat

Camper / RV

Trailer

Other

Year / Make / Model or Description(Required)

Registered / Titled Owner(s)(Required)

Is it paid off?

Yes

Approximate Value(Required)

Would you like to add another vehicle, boat, camper, RV, or trailer?(Required)

Yes

Type(Required)

Car / Truck / SUV

Motorcycle

Boat

Camper / RV

Trailer

Other

Year / Make / Model or Description(Required)

Registered / Titled Owner(s)(Required)

Is it paid off?

Yes

Approximate Value(Required)

Would you like to add another vehicle, boat, camper, RV, or trailer?(Required)

Yes

Type(Required)

Car / Truck / SUV

Motorcycle

Boat

Camper / RV

Trailer

Other

Year / Make / Model or Description(Required)

Registered / Titled Owner(s)(Required)

Is it paid off?

Yes

Approximate Value(Required)

Jewelry, Art & Collectibles

You do not need to inventory ordinary household belongings. Please identify valuable, unusual, sentimental, or collectible property that may require special planning or that you specifically want us to know about.

Do you own significant jewelry, art, collectibles, or similar property?(Required)

Yes

Category(Required)

Jewelry

Art

Collectible

Antique

Other

Description(Required)

Approximate Value(Required)

Would you like to add another item or collection?

Yes

Category(Required)

Jewelry

Art

Collectible

Antique

Other

Description(Required)

Approximate Value(Required)

Would you like to add another item or collection?

Yes

Category(Required)

Jewelry

Art

Collectible

Antique

Other

Description(Required)

Approximate Value(Required)

Debts & Financial Obligations

Significant debts and obligations can affect estate administration and planning. We do not need a complete monthly budget, but we do want to know about unusual or substantial liabilities that may affect your plan.

Do you have any significant debts or financial obligations other than the mortgages already listed?(Required)

Examples include large personal loans, tax liabilities, judgments, guarantees or co-signed debt, business debt for which you may be personally responsible, or money owed to family members.

Yes

Please describe the significant debt or obligation.(Required)

Include the creditor or person owed, general type of debt, approximate balance, and whether anyone else is also responsible.

Business, Digital & Other Assets

These questions identify assets that may require special transfer, succession, valuation, access, or beneficiary planning.

Business Interests

Business ownership can require special succession, valuation, transfer, or tax planning. Please tell us about any business interests you own so we can determine whether additional planning is needed.

Do you own any interest in a business?(Required)

Yes

Business Interest 1

Please provide the information you know.

Business 1 Name(Required)

Business 1 Type / Entity(Required)

Business 1 Ownership Percentage(Required)

Business 1 Approximate Value(Required)

Business 1: Is there a buy-sell agreement or succession plan?(Required)

Yes

Business 1: Additional Details

Would you like to add another business interest?(Required)

Yes

Business Interest 2

Please provide the information you know.

Business 2 Name(Required)

Business 2 Type / Entity(Required)

Business 2 Ownership Percentage(Required)

Business 2 Approximate Value(Required)

Business 2: Is there a buy-sell agreement or succession plan?(Required)

Yes

Business 2: Additional Details

Would you like to add another business interest?(Required)

Yes

Business Interest 3

Please provide the information you know.

Business 3 Name(Required)

Business 3 Type / Entity(Required)

Business 3 Ownership Percentage(Required)

Business 3 Approximate Value(Required)

Business 3: Is there a buy-sell agreement or succession plan?(Required)

Yes

Business 3: Additional Details

Are you currently a beneficiary of a trust or estate, or do you expect a significant inheritance?(Required)

Yes

Please describe the trust, estate, or expected inheritance.(Required)

Do you own any other significant property or assets not listed above?(Required)

Yes

Please describe the other property or assets.(Required)

Digital Assets & Online Property

Digital assets can include cryptocurrency, online financial accounts, websites, domain names, monetized social-media accounts, digital businesses, valuable digital files, and important photographs or records stored electronically.

Do not provide passwords, recovery phrases, private keys, or login credentials in this questionnaire. We only need enough information to identify the type of asset and discuss who should have authority to handle it.

Me — Which types of online business, sales, or income-producing accounts do you have?

Select all that apply.

None

Amazon seller / creator account

eBay

Etsy

Online store / website

Monetized social media

Other

My Spouse/Partner — Online business, sales, or income-producing accounts

Select all that apply.

None

Amazon seller / creator account

eBay

Etsy

Online store / website

Monetized social media

Other

Other Online Business / Sales Account(Required)

Please describe the other selection.(Required)

Me — Which digital payment or money-transfer accounts do you use?

Select all that apply.

None

PayPal

Venmo

Cash App

Zelle

Other

My Spouse/Partner — Digital payment or money-transfer accounts

Select all that apply.

None

PayPal

Venmo

Cash App

Zelle

Other

Other Digital Payment Account(Required)

Please describe the other selection.(Required)

Me — Do you own any of the following digital financial assets?

Do not provide private keys, seed phrases, or passwords.

None

Cryptocurrency

NFTs

Other digital investment or token

My Spouse/Partner — Digital financial assets

Do not provide private keys, seed phrases, or passwords.

None

Cryptocurrency

NFTs

Other digital investment or token

Other Digital Financial Asset(Required)

Please describe the other selection.(Required)

Me — Do you have digital content or intellectual property that may have value or that you want someone to preserve?

This may include content stored locally, in the cloud, or on an online platform.

None

eBooks / manuscripts

Photographs / videos

Music / audio

Website or blog content

Online course / educational content

Other

My Spouse/Partner — Digital content or intellectual property

This may include content stored locally, in the cloud, or on an online platform.

None

eBooks / manuscripts

Photographs / videos

Music / audio

Website or blog content

Online course / educational content

Other

Professional Advisors

Please provide contact information for any professionals who assist you with financial, tax, insurance, business, or other planning matters. You may leave a category blank if it does not apply.

Which professional advisors do you currently work with?(Required)

Select all that apply. Choose None if you do not currently work with any of these professionals.

Financial Advisor

Accountant / CPA / Tax Preparer

Insurance Professional

Business Advisor

Other Professional

None

Financial Advisor

Financial Advisor – Full Name(Required)

First Middle Last Suffix

Financial Advisor – Firm / Company

Financial Advisor – Phone

Financial Advisor – Email

Financial Advisor – Address

Street Address Address Line 2 City State ZIP Code

Accountant / CPA / Tax Preparer

Accountant / CPA / Tax Preparer – Full Name(Required)

First Middle Last Suffix

Accountant / CPA / Tax Preparer – Firm / Company

Accountant / CPA / Tax Preparer – Phone

Accountant / CPA / Tax Preparer – Email

Accountant / CPA / Tax Preparer – Address

Street Address Address Line 2 City State ZIP Code

Insurance Professional

Insurance Professional – Full Name(Required)

First Middle Last Suffix

Insurance Professional – Firm / Company

Insurance Professional – Phone

Insurance Professional – Email

Insurance Professional – Address

Street Address Address Line 2 City State ZIP Code

Business Advisor

Business Advisor – Full Name(Required)

First Middle Last Suffix

Business Advisor – Firm / Company

Business Advisor – Phone

Business Advisor – Email

Business Advisor – Address

Street Address Address Line 2 City State ZIP Code

Other Professional Advisor

Other Professional Advisor – Full Name(Required)

First Middle Last Suffix

Other Professional Advisor – Firm / Company

Other Professional Advisor – Phone

Other Professional Advisor – Email

Other Professional Advisor – Address

Street Address Address Line 2 City State ZIP Code

Review and Submit

Please review your answers before submitting. We will use this questionnaire to prepare for your estate-planning meeting and may contact you if we need clarification or additional information.

Is there anything else about your family, finances, property, wishes, or concerns that you want us to know?

Before You Submit

Confirm Your Email Address(Required)

Please re-enter the email address you provided earlier so we can confirm where to send your submission receipt.

Review confirmation(Required)

I have reviewed my answers and believe they are accurate and complete to the best of my knowledge. I understand that submitting this questionnaire does not create, sign, or change a Will, Trust, Power of Attorney, Health Care Proxy, or any other legal document.

Spouse/partner review confirmation(Required)

My spouse/partner has reviewed the information and choices provided for them.

Your submission date and time will be recorded automatically when you submit this questionnaire.