All information provided herein is confidential and subject to attorney-client privilege.
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R. Zebulon Law, Esq.
A Professional Law Corporation
ESTATE PLANNING QUESTIONNAIRE – SINGLE
Date:
GENERAL INFORMATION:
Name:
Name exactly as shown on Driver’s License:
Legal (aka if any):
SS#:
DOB:
Street Address:
City, State, Zip:
County:
Home Phone:
Facsimile:
E-mail:
Work (Employer):
Self-Employed:
YES
NO
Employer Address Same as Above:
YES
NO
Employer Street Address:
City, State, Zip:
County:
Work Phone:
Facsimile:
E-mail:
Where do you want correspondence and documents sent?
HOME
WORK
FAMILY INFORMATION (children, grandchildren, etc.):
Name
Sex
M/
F
Parent
H&W H W Grandchild
Date of Birth
Living at City/State
If any of your children are deceased, check here:
If yes, did they leave any surviving issue?
Yes No
Do any of your children have step-children?
Yes No
Any children born out of wedlock?
Yes No
All information provided herein is confidential and subject to attorney-client privilege.
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Please provide any other relevant family information:
_____________________________________________________________________________________
_____________________________________________________________________________________
WILL INFORMATION. If we are preparing a will(s) for you, please complete the following:
1.
EXECUTOR - Who do you want to handle the estate upon your death?
[NOTE: if you have a living trust, the successor trustee handles the trust, while the exe