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Client Questionnaires

Please complete the following questionnaire to the best of your abilities. Don’t worry if you don’t know certain answers or you have questions, the attorney’s role is to review these issues with you and assist in making decisions.  If you have some of this information on an existing form, document, or balance sheet, you can attach that rather than repeating the information on this form. Ultimately, the more information we have, the more effectively we can advise you, and that’s why this form is so important.

Estate Planning Questionnaire (Single) – For a single client, in pdf format.  For clients who wish to print out a document they can complete by hand.

Estate Planning Questionnaire (Single) in Excel – For a single client, an Excel form which you can complete and save on the computer, and provide to us via e-mail or print and provide us with a paper copy.

Estate Planning Questionnaire (Married) – For a married couple, in pdf format. For clients who wish to print out a document they can complete by hand.

Estate Planning Questionnaire (Married) in Excel Format – For a married couple, an Excel form which you can complete and save on the computer, and provide to us via e-mail or print and provide a paper copy.

Guardianship and Conservatorship Questionnaire

Guardianship: A guardian is someone appointed by the court to take legal responsibility and authority for the care of another individual who cannot protect themselves.
Conservatorship: A conservator is appointed by the court to take legal responsibility and authority for the assets of another individual who cannot protect themselves.

Guardianship and Conservatorship Questionnaire (PDF)

Probate Questionnaire

Probate: Also referred to as an Executor, a Personal Representative is someone, usually nominated under a Will, but always appointed by the court, to take care of the estate of a deceased individual as part of the probate proceeding. It is usually a short term responsibility that includes collecting the assets of the decedent, paying their debts, and then making distributions out to the beneficiaries.

Probate Questionnaire (PDF)

Estate Planning Check Up

Once a year or so, it’s a good idea to run though this checklist to ensure your estate plan still meets your needs.

View Checklist