ESTATE
PLANNING
QUESTIONNAIRE
While most lawyers and law firms use
a specific estate planning intake form,
this form is very comprehensive and
will allow you to gather the necessary
information for estate planning.
2
GENERAL
INFORMATION
YOURSELF
SPOUSE
1.
Name:
_____________________
_____________________
2.
Other name
or nickname
known by,
if any:
_____________________
_____________________
3.
Home address:
_____________________
_____________________
_____________________
_____________________
_____________________
_____________________
4. Home telephone number:
_____________________
_____________________
5.
Social Security number:
______________________
______________________
6.
Occupation:
______________________
_______________________
7.
Business address:
______________________
_______________________
8.
Business telephone number:
______________________
______________________
3
YOURSELF
SPOUSE
9.
Date of birth:
______________________
______________________
10.
Citizen of U.S.?
Yes No
Yes No
11.
Length of residence in this state:
______________________
______________________
12.
Other states or countries previously resided in, and dates of residence:
______________________
______________________
13.
Have you entered into any pre-or post-nuptial agreements? (if so, attach
copy):
Yes No
Yes No
14.
Any prior marriages (if divorced, attach copies of divorce decree and
property settlement agreement; if widowed, attach copy of Form 706 (federal
state tax return) for predeceased spouse‘s estate):
4
FAMILY INFORMATION
CHILDREN
NAME, CHILD 1:
_______________________________
BIRTHDAY:
_______________________________
SOCIAL SECURITY NO:
_______________________________
ADDRESS:
_______________________________
_______________________________
NAME OF SPOUSE:
_______________________________
SPECIAL NEEDS:
_______________________________
NAME, CHILD 2:
_______________________________
BIRTHDAY: