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Wills, Trusts, and Estates

Estate Planning Questionnaire

This worksheet is designed to assist in planning and implementing your desires for your estate.  The items which are in bold and italicized, are items which we must have in order to complete your estate.  The other items are optional but will be helpful if you can provide this information.


We have taken the liberty of making some assumptions about your desires and we have completed this worksheet with tentative information.  It is not our desire to dictate any of the terms of your estate plan.  If we have guessed wrong in any respect we rely on you to note those changes on this form.  To the extent we have guessed right, perhaps it will speed the process.



Full name of husband and date of birth:  

Any other names used by husband: 

Full name of wife and date of birth: 

Any other names used by wife (e.g. maiden name): 

Name of any prior husbands: 

Name of any prior wives: 

Your current address: 

The county in which you currently reside: 

Your phone number, fax number, cell number, email address and the like: 

Number of children all together between both spouses: 

Name, age, parent of first child who will inherit or be provided for in the estate:

That child’s address, phone number, fax number, cell number, email address and the like:

Name, age, parent of second child who will inherit or be provided for in the estate: 

That child’s address, phone number, fax number, cell number, email address and the like:

Name, age, parent of third child who will inherit or be provided for in the estate: 

That child’s address, phone number, fax number, cell number, email address and the like:

Name, age, parent of fourth child who will inherit or be provided for in the estate: 

That child’s address, phone number, fax number, cell number, email address and the like:

Name, age, parent of fifth child who will inherit or be provided for in the estate: 

That child’s address, phone number, fax number, cell number, email address and the like:

Name, age, parent of sixth child who will inherit or be provided for in the estate: 

That child’s address, phone number, fax number, cell number, email address and the like:

Name, etc. of any other children who will inherit or be provided for in the estate:

none

The names of any children who are deceased.  none

The names of any children whom you wish to disinherit.none

Your general desires regarding your remains – buried, cremated, location:  I wish a decent burial consistent with my station in life. 

For a variety of reasons, specific gifts, such as the family china, can cause a number of problems and are discouraged from an estate planning point of view.  Nevertheless, we understand that such gifts may be important from other points of view so if you have specific gifts, please list them here with the names of the recipients: none

The name of the person who will administer your estate if your spouse is unable to do so (executor): 

The name of the person who will administer your estate if your first choise above is unable to do so (executor): 

The name of the person who will administer your estate if your second choice above is unable to do so (executor): 

The minimum age at which any of your heirs may inherit (usually 18, 21 or 25):  21

Name that person or charity or class of persons who will receive you estate should all of your plans fail (remainderman).  This would typically be “my heirs then living,” or “my issue then living:”  To my heirs then living.

Name of trustee to serve after both spouses have passed on:  

That trustee's address, phone number, fax number, cell number, email address and the like:

Name of alternate trustee:  

That trustee's address, phone number, fax number, cell number, email address and the like:

Name of second alternate trustee:  

That trustee's address, phone number, fax number, cell number, email address and the like:

Name of third alternate trustee:  

That trustee's address, phone number, fax number, cell number, email address and the like:

Child's age at which first distribution of trust will be made to children:  25

Child's age at which second distribution of trust will be made to children:  30

Child's age at which balance of trust will be distributed to children:  35

Do you have life insurance?  

If so, who owns the policy (husband, wife or both) and who is the beneficiary of each policy?  And, whom would you name as a special trustee of the policies?  (Must be different person than the general trustee):  

Whom would you name as an alternate special trustee?  (Must be different person than the general trustee):  

Whom might you name to name a trustee if needed? 

Whom do you appoint, if your spouse is not available, as your agent for health care decisions:  

That person's address, phone number, fax number, cell number, email address and the like:

Whom do you appoint as your alternate agent for health care decisions:  

That person's address, phone number, fax number, cell number, email address and the like:

Whom do you appoint as your second alternate agent for health care decisions:  

That person's address, phone number, fax number, cell number, email address and the like:

Whom do you appoint as your conservator if your spouse is unavailable?  

That person's address, phone number, fax number, cell number, email address and the like:

Whom do you appoint as your alternate conservator if your spouse is unavailable?  

That person's address, phone number, fax number, cell number, email address and the like:

Whom do you appoint as your second alternate conservator if your spouse is unavailable?  

That person's address, phone number, fax number, cell number, email address and the like:

Are you an organ donor?  yes

Do you wish to be allowed to die without prolonging your life with medical treatment, that will not benefit you? yes

Instructions & Usage

   Whether you are doing a simple will, or a complex multimillion dollar estate plan, the is some basic information which is needed to make sure the work is correct for your particular information. The Questionnaire, left, details that information. Reviewing it and pondering these questions in advance will make your time in consultation more productive.


   It is not necessary to have the answer to every question prior to your consultation. 


   There is no need to send in the completed questionnaire before your consultation with Mr. Shaw. Just keep your answers handy when you consult with Mr. Shaw. After your consultation is finished, we will appreciate receiving your answers,  together with changes and any other information or documentation requested.   


   The aspect of the questionnaire most troublesome for clients is the vocabulary. It's difficult to know who you want to name as your executrix unless you clearly understand what an executrix does. When you reach a question or term you have questions about, just pass over it and go to the next question. All of your questions will be answered for you while in consultation. 


   Lastly, there is no need to repeat information. If you name the same person, for example, as both your trustee and your attorney in fact, just list the contact information once. Moreover, if it is obvious that a particular section does not apply to you feel free to skip it.