Estate Planning Questionnaire

Please take a moment to complete the following questionnaire for your estate planning needs.  One of our staff members will be contacting you shortly to go over your questionnaire.  Please feel free to call us at (425)867-0512 if you have any immediate questions or concerns.  Thank you.

* Name
* Address
City
State
Zip
* Phone
* Email
Are you Married? Yes
No
If Yes, Name of Spouse
Names and Birthdates of Living Children
Please Desribe Your Planning Ojectives
Do You Have Any of the Following? Interspousal Agreements
Trusts
Life Insurance Policies
Durable Power of Attorney
Directive to Physicians (Living Will)
Tentative Provisions to be Discussed Personal Representatives
Trustee
Guardian of Minor Children
Distribution of Trust Estate
Funeral/Burial Arrangements
Do you Wish to be an Organ Donor? Yes
No
Comments