ESTATE PLANNING QUESTIONNAIRE

Estate Planning Questionnaire

Family Information

Address
Address
City
State/Province
Zip/Postal
Country

Children (born or adopted during your current marriage)

Additional 1st Client Information

Any prior marriages terminated by death, divorce or annulment?
Do you have children born or adopted during a prior marriage or relationship?

Additional 2nd Client Information

Any prior marriages terminated by death, divorce or annulment?
Do you have children born or adopted during a prior marriage or relationship?

Financial Information

Is the total value of your estate, including life insurance and retirement accounts, greater than $10,000,000?
Check if you have the following assets:

Additional Information

I, (My spouse) am (is) a health care professional or first responder living in Travis or a contiguous county.
Please indicate all of these which apply to you or our spouse or life partner.

Explanation of Additional Information

Sending