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

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

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

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

Is your spouse/partner a veteran of the U.S. Armed Forces?(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

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

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

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

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

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.

Which estate planning documents do you currently have?(Required)

Select all that apply. If you do not currently have estate planning documents, select None.

None

Last Will and Testament

Revocable Living Trust

Irrevocable Trust

Power of Attorney

Health Care Proxy / Advance Directive

Living Will

DNR / MOLST / POLST or similar medical order

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.

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.

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.

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

First Middle Last Suffix

Specific Gift 1 – Relationship to You

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other Relative

Other

Specific Gift 1 – Other Relationship

Specific Gift 1 – Gift

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

Would you like to add another specific gift?

Yes

Specific Gift 2 – Beneficiary Full Legal Name

First Middle Last Suffix

Specific Gift 2 – Relationship to You

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other Relative

Other

Specific Gift 2 – Other Relationship

Specific Gift 2 – Gift

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

Would you like to add another specific gift?

Yes

Specific Gift 3 – Beneficiary Full Legal Name

First Middle Last Suffix

Specific Gift 3 – Relationship to You

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other Relative

Other

Specific Gift 3 – Other Relationship

Specific Gift 3 – Gift

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

Would you like to add another specific gift?

Yes

Specific Gift 4 – Beneficiary Full Legal Name

First Middle Last Suffix

Specific Gift 4 – Relationship to You

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Friend

Other Relative

Other

Specific Gift 4 – Other Relationship

Specific Gift 4 – Gift

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

Do you have any additional specific gifts to list?

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 specific gifts and expenses are paid, the property remaining is commonly called the residuary estate. This is often the largest part of an estate plan.

Understanding the Rest of Your Estate

After specific gifts, expenses, and other obligations are addressed, the property remaining is commonly called your residuary estate. For many clients, this is the largest and most important part of the distribution plan.

You do not need to use legal terminology. Tell us in ordinary language who you want to benefit and in what shares, and we can determine the appropriate legal structure.

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

Choose the option that comes closest to your wishes. You can give us more detail below.

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 a beneficiary dies before you, what would you generally want to 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.

Pass that beneficiary’s share down to their descendants

Divide that beneficiary’s share among the other surviving beneficiaries

It depends on the beneficiary

I am not sure and would like to discuss this

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.

Primary Beneficiary 1 Full Legal Name(Required)

First Middle Last Suffix

Primary Beneficiary 1 Relationship

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Primary Beneficiary 1 – Other Relationship

Primary Beneficiary 1 – U.S. Citizenship / Residency

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

Primary Beneficiary 1 Address

Street Address Address Line 2 City State ZIP Code

Primary Beneficiary 1 Share

Percentage, fraction, equal share, or other description.

Would you like to add another primary beneficiary?

Yes

Primary Beneficiary 2 Full Legal Name

First Middle Last Suffix

Primary Beneficiary 2 Relationship

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Primary Beneficiary 2 – Other Relationship

Primary Beneficiary 2 – U.S. Citizenship / Residency

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

Primary Beneficiary 2 Address

Street Address Address Line 2 City State ZIP Code

Primary Beneficiary 2 Share

Percentage, fraction, equal share, or other description.

Would you like to add another primary beneficiary?

Yes

Primary Beneficiary 3 Full Legal Name

First Middle Last Suffix

Primary Beneficiary 3 Relationship

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Primary Beneficiary 3 – Other Relationship

Primary Beneficiary 3 – U.S. Citizenship / Residency

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

Primary Beneficiary 3 Address

Street Address Address Line 2 City State ZIP Code

Primary Beneficiary 3 Share

Percentage, fraction, equal share, or other description.

Would you like to add another primary beneficiary?

Yes

Primary Beneficiary 4 Full Legal Name

First Middle Last Suffix

Primary Beneficiary 4 Relationship

Select the relationship that best fits.

Spouse/Partner

Child

Grandchild

Sibling

Charity/Organization

Other

Primary Beneficiary 4 – Other Relationship

Primary Beneficiary 4 – U.S. Citizenship / Residency

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

Primary Beneficiary 4 Address

Street Address Address Line 2 City State ZIP Code

Primary Beneficiary 4 Share

Percentage, fraction, equal share, or other description.

Do you have additional primary beneficiaries to list?

Yes

Please list the additional primary beneficiaries and their intended shares.

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

Please list the person, people, charities, or organizations you would want to receive your estate in that situation. If you are unsure, say that you would like to discuss it.

Your Decision-Makers

Your estate plan may name several different people to act for you, and each role has a different job. The person who handles your finances during your lifetime is not acting in the same capacity as the person who makes medical decisions, and those lifetime roles are different from the person who handles your estate after death.

You may choose the same trusted person for more than one role, or different people for different roles. There is no requirement that one person do everything. Think about the responsibilities of each role and who is best suited for that particular job.

For the major fiduciary roles, we generally recommend naming a primary choice and at least one backup. If you are unsure whom to name, you may leave the information blank and discuss it with us.

Executor

Your Executor handles your estate after your death. The Executor is responsible for carrying out the terms of your Will through the probate process when probate is required. This can include collecting estate assets, paying proper expenses and debts, working with attorneys and accountants, filing required documents, and distributing the estate to the beneficiaries.

We generally recommend naming a primary Executor and at least one backup. Your backup does not serve at the same time merely because they are named; they are available if your first choice cannot or will not serve.

Choose someone who is trustworthy, organized, responsible, and able to work with professionals when needed. The person does not need to be a lawyer or financial expert.

About naming more than one person at the same time: We generally caution clients about naming co-agents or co-fiduciaries who must act together. Requiring two people to act at the same time can create delays, disagreements, signature problems, or practical difficulties with banks, medical providers, and other institutions. If you want two or more people to serve together, we can discuss the advantages, disadvantages, and available options during your review meeting.

Previously entered people: The website version can offer people already entered in this questionnaire so you do not have to retype the same contact information. Selecting a new person can reveal new contact fields.

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.

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

Other Relative

Friend

Professional

Other

Executor – Primary Other 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

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

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

Other Relative

Friend

Professional

Other

Executor – First Backup Other 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

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

Executor – Second Backup Full Legal Name(Required)

First Middle Last Suffix

Executor – Second Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Other Relative

Friend

Professional

Other

Executor – Second Backup Other 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

Your financial agent acts during your lifetime under a Power of Attorney. A Power of Attorney deals with financial and legal matters—not medical decisions. Depending on the authority you grant, your agent may be able to handle banking, pay bills, manage property, deal with insurance or benefits, sign documents, and take other financial or legal actions for you.

A Power of Attorney ends at death. After death, the Executor or Trustee, as applicable, takes over responsibility for estate or trust matters.

We generally recommend naming a primary agent and at least one backup agent in case your first choice is unavailable or unable to serve. Because this role can involve significant authority over your finances, choose someone you trust completely.

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

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

Other Relative

Friend

Professional

Other

Financial Agent – Primary Other 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

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

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

Other Relative

Friend

Professional

Other

Financial Agent – First Backup Other 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

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

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

Other Relative

Friend

Professional

Other

Financial Agent – Second Backup Other 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

Your health care agent makes medical decisions for you if you cannot make or communicate those decisions yourself. This role is different from your Power of Attorney agent: the Power of Attorney handles financial and legal matters, while the health care agent handles medical and health care decisions.

Your health care agent may need to speak with doctors, review treatment options, advocate for your wishes, and make difficult decisions based on the instructions and values you have expressed.

We generally recommend naming a primary health care agent and at least one backup. Consider someone who understands your wishes, can communicate 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)

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

Other Relative

Friend

Professional

Other

Health Care Agent – Primary Other 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

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

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

Other Relative

Friend

Professional

Other

Health Care Agent – First Backup Other 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

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

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

Other Relative

Friend

Professional

Other

Health Care Agent – Second Backup Other 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

This section may not apply to you. A Trustee is needed only if your estate plan includes a trust or another arrangement requiring someone to manage property in trust. You do not need to decide on your own whether your plan should include a trust; we will discuss whether a trust makes sense for your circumstances.

If your plan includes a trust, the Trustee manages the property held in the trust according to the trust’s terms. Depending on the type of trust, a Trustee may serve during your lifetime, after your death, or when property is being held for a beneficiary such as a minor, a person with special needs, or someone whose inheritance should not be distributed outright.

When a Trustee is needed, we generally recommend naming a primary Trustee and at least one backup. A Trustee should be trustworthy, financially responsible, organized, and able to follow the terms of the trust over what may be a long period of time.

Who would you like to name as your Primary 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

Other Relative

Friend

Professional

Other

Trustee – Primary Other 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

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

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

Other Relative

Friend

Professional

Other

Trustee – First Backup Other 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

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

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

Other Relative

Friend

Professional

Other

Trustee – Second Backup Other 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

A Guardian nomination is primarily relevant if you have a minor child for whom a guardian may need to be appointed. The Guardian is the person you would want to care for your child if no parent is able to do so.

The Guardian’s role is different from the Executor or Trustee. A Guardian is concerned with the child’s care and well-being; a Trustee may separately manage money or property held for the child.

We generally recommend identifying a primary choice and at least one backup. Consider the person’s relationship with the child, values, parenting approach, health, location, family circumstances, and willingness to serve.

Who would you like to name as your Primary 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

Other Relative

Friend

Professional

Other

Guardian – Primary Other 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

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

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

Other Relative

Friend

Professional

Other

Guardian – First Backup Other 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

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

Guardian – Second Backup Full Legal Name(Required)

First Middle Last Suffix

Guardian – Second Backup Relationship to You(Required)

Spouse/Partner

Child

Grandchild

Sibling

Other Relative

Friend

Professional

Other

Guardian – Second Backup Other 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

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)

I would want comfort-focused care and would not want treatment that only prolongs the dying process

I would want life-prolonging treatment continued as long as medically possible

I would want a trial of treatment for a limited period to see whether there is meaningful improvement or hope of recovery

It depends on the circumstances

I am not sure and would like to discuss this

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.

I would want comfort-focused care and would not want treatment that only prolongs the dying process

I would want life-prolonging treatment continued as long as medically possible

I would want a trial of treatment for a limited period to see whether there is meaningful improvement or hope of recovery

It depends on the circumstances

I am not sure and would like to discuss this

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

I would generally want it provided

I would generally not want it if it only prolongs the dying process

It depends on the circumstances

I am not sure and would like to discuss this

Would you want comfort-focused care, pain management, and hospice care when appropriate?(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?

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

Other Relative

Friend

Professional

Other

Other 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

Other Relative

Friend

Professional

Other

Other 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.

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.

Are there any beneficiaries whose inheritance you would prefer not to distribute outright?(Required)

Answer Yes if you already have concerns about a beneficiary receiving an inheritance directly.

Yes

I am not sure and would like to discuss this

Please tell us which beneficiary or beneficiaries you are concerned about and why.

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

Does any child, beneficiary, or other person you may want to provide for have circumstances that may require special planning?(Required)

Examples include disability or public benefits, addiction, significant debt or bankruptcy, creditor concerns, marital problems, serious illness, difficulty managing money, or other vulnerability.

Yes

Please describe the person and the circumstances we should know about.

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

Yes

Please describe the family conflict or concern.

Have you made significant loans or advances to a child, beneficiary, or other family member?(Required)

Yes

Please describe the loan, advance, or prior gift.

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.

Do you have long-term care insurance?(Required)

Yes

Long-Term Care Insurance Company / Policy Information

Does your spouse/partner have long-term care insurance?(Required)

Yes

Spouse/Partner Long-Term Care Insurance Company / Policy Information

Have you ever filed a federal gift tax return?(Required)

Yes

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

Have you made any significant gifts or transfers within the last five years?(Required)

Yes

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

Are there any pending lawsuits, claims, divorces, creditor issues, or other legal matters that may affect your planning?(Required)

Yes

Please describe the legal matter.

Do you have a safe deposit box?(Required)

Yes

Whose name is on the safe deposit box?

Select all that apply.

My spouse/partner

Another person

Other Person's Name

Complete this if you selected Another person above.

Where is the safe deposit box located?

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

Street Address Address Line 2 City State ZIP Code

Real Estate 1 – Owner(s) / Title

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

Real Estate 1 – Approximate Value

Real Estate 1 – Mortgage / Loan Balance

Real Estate 1 – Property Type

Primary Residence

Second / Vacation Home

Rental / Investment Property

Timeshare

Commercial Property

Vacant Land

Other

Would you like to add another real estate property?

Yes

Real Estate 2

Please provide the property information below.

Real Estate 2 Property Address

Street Address Address Line 2 City State ZIP Code

Real Estate 2 – Owner(s) / Title

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

Real Estate 2 – Approximate Value

Real Estate 2 – Mortgage / Loan Balance

Real Estate 2 – Property Type

Primary Residence

Second / Vacation Home

Rental / Investment Property

Timeshare

Commercial Property

Vacant Land

Other

Would you like to add another real estate property?

Yes

Real Estate 3

Please provide the property information below.

Real Estate 3 Property Address

Street Address Address Line 2 City State ZIP Code

Real Estate 3 – Owner(s) / Title

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

Real Estate 3 – Approximate Value

Real Estate 3 – Mortgage / Loan Balance

Real Estate 3 – Property Type

Primary Residence

Second / Vacation Home

Rental / Investment Property

Timeshare

Commercial Property

Vacant Land

Other

Would you like to add another real estate property?

Yes

Real Estate 4

Please provide the property information below.

Real Estate 4 Property Address

Street Address Address Line 2 City State ZIP Code

Real Estate 4 – Owner(s) / Title

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

Real Estate 4 – Approximate Value

Real Estate 4 – Mortgage / Loan Balance

Real Estate 4 – Property Type

Primary Residence

Second / Vacation Home

Rental / Investment Property

Timeshare

Commercial Property

Vacant Land

Other

Do you have additional real estate to list?

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)

Financial Institution

Account Type

Checking

Savings

Money Market

Other

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

Would you like to add another bank account?

Yes

Owner(s)

Financial Institution

Account Type

Checking

Savings

Money Market

Other

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

Would you like to add another bank account?

Yes

Owner(s)

Financial Institution

Account Type

Checking

Savings

Money Market

Other

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

Would you like to add another bank account?

Yes

Owner(s)

Financial Institution

Account Type

Checking

Savings

Money Market

Other

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

Do you have additional bank accounts to list?

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)

Financial Institution

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

Would you like to add another certificate of deposit?

Yes

Owner(s)

Financial Institution

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

Would you like to add another certificate of deposit?

Yes

Owner(s)

Financial Institution

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

Would you like to add another certificate of deposit?

Yes

Owner(s)

Financial Institution

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

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

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)

Financial Institution

Account Type

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

Would you like to add another investment / brokerage account?

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)

Financial Institution

Account Type

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

Would you like to add another investment / brokerage account?

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)

Financial Institution

Account Type

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

Would you like to add another investment / brokerage account?

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)

Financial Institution

Account Type

Account Number / Last Four Digits

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

Approximate Value

Named Beneficiary / POD / TOD, if any

Do you have additional investment / brokerage accounts to list?

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

Institution / Employer

Account Type

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

Primary Beneficiary

Contingent Beneficiary

Would you like to add another retirement account?

Yes

Retirement Account

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

Owner

Institution / Employer

Account Type

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

Primary Beneficiary

Contingent Beneficiary

Would you like to add another retirement account?

Yes

Retirement Account

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

Owner

Institution / Employer

Account Type

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

Primary Beneficiary

Contingent Beneficiary

Would you like to add another retirement account?

Yes

Retirement Account

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

Owner

Institution / Employer

Account Type

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

Primary Beneficiary

Contingent Beneficiary

Do you have additional retirement accounts to list?

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

Owner

Policy Type

Term Life

Whole Life / Permanent Life

I am not sure

Approximate Cash Value

Cash value is different from the death benefit.

Insurance Company

Policy Number / Last Four Digits

Approximate Death Benefit

Primary Beneficiary

Contingent Beneficiary

Would you like to add another life insurance policie?

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

Owner

Policy Type

Term Life

Whole Life / Permanent Life

I am not sure

Approximate Cash Value

Cash value is different from the death benefit.

Insurance Company

Policy Number / Last Four Digits

Approximate Death Benefit

Primary Beneficiary

Contingent Beneficiary

Would you like to add another life insurance policie?

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

Owner

Policy Type

Term Life

Whole Life / Permanent Life

I am not sure

Approximate Cash Value

Cash value is different from the death benefit.

Insurance Company

Policy Number / Last Four Digits

Approximate Death Benefit

Primary Beneficiary

Contingent Beneficiary

Would you like to add another life insurance policie?

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

Owner

Policy Type

Term Life

Whole Life / Permanent Life

I am not sure

Approximate Cash Value

Cash value is different from the death benefit.

Insurance Company

Policy Number / Last Four Digits

Approximate Death Benefit

Primary Beneficiary

Contingent Beneficiary

Do you have additional life insurance policies to list?

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

Car / Truck / SUV

Motorcycle

Boat

Camper / RV

Trailer

Other

Year / Make / Model or Description

Registered / Titled Owner(s)

Is it paid off?

Yes

Approximate Value

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

Yes

Type

Car / Truck / SUV

Motorcycle

Boat

Camper / RV

Trailer

Other

Year / Make / Model or Description

Registered / Titled Owner(s)

Is it paid off?

Yes

Approximate Value

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

Yes

Type

Car / Truck / SUV

Motorcycle

Boat

Camper / RV

Trailer

Other

Year / Make / Model or Description

Registered / Titled Owner(s)

Is it paid off?

Yes

Approximate Value

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

Yes

Type

Car / Truck / SUV

Motorcycle

Boat

Camper / RV

Trailer

Other

Year / Make / Model or Description

Registered / Titled Owner(s)

Is it paid off?

Yes

Approximate Value

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

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.

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

Business, Trust & Other Assets

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

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.

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

Other Online Business / Sales Account

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

Select all that apply.

None

PayPal

Venmo

Cash App

Zelle

Other

Other Digital Payment Account

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

Other Digital Financial Asset

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

Charitable Planning

If charitable giving is important to you, tell us about the organizations or causes you care about. A gift through a Will or Trust is one option, but depending on the asset and your goals, another method may be more appropriate.

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

How would you like the gift to be used?

For the organization’s general purposes

For a specific purpose or program

I am not sure

Specific Purpose / Program

Gift Amount / Percentage / Description

Would you like to add another charity or organization?

Yes

Charity / Organization Name

How would you like the gift to be used?

For the organization’s general purposes

For a specific purpose or program

I am not sure

Specific Purpose / Program

Gift Amount / Percentage / Description

Would you like to add another charity or organization?

Yes

Charity / Organization Name

How would you like the gift to be used?

For the organization’s general purposes

For a specific purpose or program

I am not sure

Specific Purpose / Program

Gift Amount / Percentage / Description

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.

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

Preferred Pet Caregiver

First Middle Last Suffix

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

We can discuss the available planning options.

Yes

I am not sure and would like to discuss this

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

Business 1 Type / Entity

Business 1 Ownership Percentage

Business 1 Approximate Value

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

Yes

Business 1: Additional Details

Would you like to add another business interest?

Yes

Business Interest 2

Please provide the information you know.

Business 2 Name

Business 2 Type / Entity

Business 2 Ownership Percentage

Business 2 Approximate Value

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

Yes

Business 2: Additional Details

Would you like to add another business interest?

Yes

Business Interest 3

Please provide the information you know.

Business 3 Name

Business 3 Type / Entity

Business 3 Ownership Percentage

Business 3 Approximate Value

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

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.

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

Yes

Please describe the other property or assets.

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.

Financial Advisor

Financial Advisor – Full Name

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

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

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

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

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

Final Details & Review

Please use this final section to tell us anything we have not asked that you believe is important. We will review your questionnaire and may follow up for clarification before preparing final estate planning documents.

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

Certification

By submitting this questionnaire, I represent to Monteleon Law, PLLC and its attorneys and staff that the information I have provided is accurate and complete to the best of my knowledge.

I understand that Monteleon Law, PLLC and its attorneys will rely on the information provided in this questionnaire when evaluating my circumstances, discussing my estate planning options, and making recommendations. I understand that if the information provided is inaccurate or incomplete, the advice or recommendations provided by the Firm may not be appropriate for my circumstances.

I further understand that submitting this questionnaire does not sign or execute a Will, Trust, Power of Attorney, Health Care Proxy, Advance Medical Directive, or any other estate planning document.

Full Name of Person Submitting(Required)

Type your full legal name.

Email Address(Required)

A confirmation of your submission can be sent to this email address.

Confirm Email Address(Required)

Re-enter your email address.

Certification(Required)

I certify that I have reviewed the information provided in this questionnaire and that it is accurate and complete to the best of my knowledge.

Spouse/Partner Full Name

If this questionnaire is for both of you, your spouse/partner should type their full legal name below.

Spouse/Partner Certification

I certify that I have reviewed the information provided in this questionnaire and that it is accurate and complete to the best of my knowledge.

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

Estate Planning Questionnaire

Welcome to Your Estate Planning Questionnaire

About You

About Your Spouse/Partner

Your Family

Your Planning Goals

Your Estate Plan

A Note About Specific Gifts

The Rest of Your Estate

Understanding the Rest of Your Estate

If a Beneficiary Dies Before You

Primary Beneficiaries

Your Decision-Makers

Executor

Financial Agent

Health Care Agent

Trustee

Guardian

Health Care & End-of-Life Preferences

Final Arrangements

Person to Handle Final Arrangements

Backup Person for Final Arrangements

Special Family & Planning Considerations

Protecting an Inheritance

Your Assets

Real Estate 1

Real Estate 2

Real Estate 3

Real Estate 4

Bank Accounts

Certificates of Deposit (CDs)

Investment / Brokerage Account

Investment / Brokerage Account

Investment / Brokerage Account

Investment / Brokerage Account

Retirement Account

Retirement Account

Retirement Account

Retirement Account

Life Insurance Policy

Life Insurance Policy

Life Insurance Policy

Life Insurance Policy

Vehicles, Boats, Campers & Trailers

Jewelry, Art & Collectibles

Debts & Financial Obligations

Business, Trust & Other Assets

Digital Assets & Online Property

Charitable Planning

Planning for Pets

Business Interests

Business Interest 1

Business Interest 2

Business Interest 3

Professional Advisors

Financial Advisor

Accountant / CPA / Tax Preparer

Insurance Professional

Business Advisor

Other Professional Advisor

Final Details & Review

Certification

Practice Areas

Contact Us

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