New Client - Estate Planning Questionnaire for Individuals

    PLEASE COMPLETE THE FOLLOWING.
    Clear Form
    List all names as you wish them to appear in your legal documents.

    CLIENT

    MARITAL HISTORY

    List Marriages (name of spouse, date of marriage/divorce/death).

    CHILDREN

    List all children, living or deceased; list their names as you wish them to appear in legal documents. If you wish to exclude a child, please make an appropriate indication

    YOUR ESTATE

    Describe to whom you wish your Estate to pass upon your death, including any specific gifts.

    CHARITABLE BEQUESTS

    Describe any charitable bequests you wish to make, including any specific bequests to charity.

    BURIAL AND CREMATION INSTRUCTIONS BEQUESTS

    If you wish to include burial or cremation instructions in your estate planning documents, please describe such burial or cremation instructions below.

    DESIGNATION OF GUARDIAN FOR MINORS

    If you have a child under the age of 18 and wish to designate a person or persons to serve as guardian for such child, please identify the person or persons below, including their name, address, and telephone number.

    EXECUTORS AND TRUSTEES

    EXECUTORS

    TRUSTEES

    POWERS OF ATTORNEY

    Please identify the individuals that you wish to serve as your agents below.

    DURABLE POWER OF ATTORNEY

    PROFESSIONAL ADVISORS

    Please identify your professional advisors

    ASSETS

    $
    $
    $
    $

    REAL ESTATE

    For all Real Estate (Land/houses, etc., identify the Location/Address (include County of location).

    OIL, GAS, AND MINERAL INTERESTS

    For all oil, gas, and minerals that you own, identify the county in which such minerals are located.

    BANKS AND BROKERAGE ACCOUNTS

    Identify all Institutions at which you maintain an account.

    OTHER ASSETS (Business interests, Retirement Accounts, Digital Assests such as bitcoin, Trademarks, Patents, Copyrights, etc.)

    CUSTOM LEGAL SOLUTIONS

    Every client I meet has their own unique story and set of priorities. I’ve had clients express concerns ranging from “I don’t want my grandson to blow his inheritance in two weeks” to “I don’t know anything about tax planning. Where should I start?” As these factors are revealed, I also learn a little bit more about what needs to go into that particular estate plan — or marital agreement, or business contract, or whatever else the situation may call for. Fortunately for my clients, this is where I truly excel in my practice.

    I cannot speak for my clients, but each time they send a friend or member of their family to me, I take that referral as a sign that I am approaching my practice in a way that they appreciate. To ensure that I continue to do so, I also work to stay up-to-date with the latest developments in the law. In addition, I regularly remind my clients that their questions are welcome.