EP TestStep 1 of 425%Welcome to Your Estate Planning QuestionnaireEstate 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.Who are we preparing an estate plan for? Just Me Me & My Partner/SpouseAbout YouPlease 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) Yes NoThis 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.Date of Birth(Required) MM slash DD slash YYYY 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 AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Are you a U.S. Citizen?(Required) Yes NoAre you a Veteran?(Required) Yes NoWhat is your current marital status?(Required) Single, never married Married Divorced Widowed Legally seperated Unmarried, but in a committed relationshipHave you ever been married before your current relationship?(Required) Yes NoAbout Your Spouse/PartnerPlease 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 Have you ever used another name, or has your name appeared differently on an important document?(Required) Yes NoThis 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.Date of Birth(Required) MM slash DD slash YYYY 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 NoHome Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Are you a U.S. Citizen?(Required) Yes NoHave you ever been married before your current relationship?(Required) Yes NoWhat is your current marital status?(Required) Single, never married Married Divorced Widowed Legally seperated Unmarried, but in a committed relationshipHave you ever been married before your current relationship?(Required) Yes NoYour FamilyYour 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 or your spouse/partner have any children?(Required) Yes NoChild 1 Name(Required) First Middle Last Suffix Date of Birth(Required) MM slash DD slash YYYY Is this child living?(Required) Yes NoDate of Death(Required) MM slash DD slash YYYY
