Estate Planning Questionnaire
The information in the Estate Planning Questionnaire and Asset Inventory provides us with important information about you, your assets and your goals, and allows our first meeting to be productive.  Please download the fillable PDF forms below and email the completed Estate Planning Questionnaire and Asset Inventory to us at least one business day prior to our Initial Consultation.

If you are a Blended Family, please click here for more information on estate planning issues specific to Blended Families.

PDF Forms

​How to Complete the ​Estate Planning Questionnaire

Please rest assured that very few people return the Estate Planning Questionnaire to us with every single line filled in. Most people have lots of questions as they work through this material and that's a good thing: estate planning is important and most people have never done it before.

A couple of notes as you complete this form:
  • The form should take about an hour to complete.
  • Please list legal name(s) as they appear on tax forms, birth certificates, or driver’s license.
  • Approximate values or ballpark estimates are perfectly fine.
  • I work with all kinds of people, and all kinds of families, so not everything will be relevant to you. Feel free to skip the sections that do not apply.
  • Feel free to leave some choices blank if you need more information or are having trouble making a decision.
  • We will review this information during our meeting. You’ll have time to ask questions and can update or change your responses.
  • All information on this form is treated as strictly confidential.
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How to Save the Fillable PDF

The Questionnaire is a fillable PDF, so you can type your answers directly into the PDF, save it to your computer, and email it to me. You can also print the Questionnaire, and hand write your answers if you prefer.   

If you have any problems saving the fillable PDF to your computer, please feel free to call or email our office.