The purpose of this questionnaire is to gather information in order to assist with the preparation of your estate planning documents.  All information contained herein is subject to the attorney-client privilege and is therefore confidential.  Please answer the items below to the best of your ability.  Should you require more space, please feel free to attach any additional sheets or documentation.


    Please circle any of the following states in which you have lived or acquired property while married:
    ArizonaIdahoNevadaTexasCaliforniaLouisianaNew MexicoWashingtonCanadaNone of the above




    Please list names and phone number for your professional advisors:

    Family Information
    Spouse

    Children
    Please indicate adopted children by placing (A) by the child’s name, deceased children by placing (D) by the child’s name, and children you’ve had with your current spouse by placing (S) by the child’s name.

    Spouse’s Children (other than spouse’s children with you)

    Parents

    Spouse's Parents

    Brothers & sisters

    Spouse's Brothers & sisters

    Representative Information
    The settlor is the trustee of his/her own revocable trust. The Successor Trustee will act if you cannot due to resignation, incapacity, or death. You may select an individual or a financial institution with trust powers under Florida law to act as Personal Representative and Successor Trustee. You may also select more than one person or institution to act as Co-Personal Representatives or Co-Trustees at the same time. Most clients select the same persons to act as both Personal Representative and Successor Trustee, but that’s strictly a matter of personal choice.

    Asset Information - Your Name Alone
    Please list approximate or estimated fair market values.

    Will/Trust Disposition Information
    List those persons or entities, including charitable organizations, to which you would like to leave your assets during your life or upon your death. Please note that you can list alternates to receive each bequest in case the person you name predeceases you.

    Should you wish for me, or anyone else, to verify any of the information provided herein, please let me know. I am glad to review any deeds, mortgages, account statements, or other confirmatory documentation, if requested. Otherwise, please note that the specific ownership and designation of assets, liabilities, and beneficiary designations must be coordinated properly in order for your planning to be effective.

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