Estate Planning Questionnaire

Estate Planning Process
Overview Discussion
Clients Complete Questionnaire
Review Questionnaire & Schedule Final Signing Session
Final Signing Session
A Typical Estate Plan Includes
  • Revocable Living Trust
  • Certification of Trust
  • Individual Bequest Sheet
  • Pour-Over Wills
  • Power-of-Attorney for Finacial Matters
  • Advanced Health Care Directives
  • HIPAA Medical Information Releases
  • Children Guardianship
  • Dementia and End of Life Planning
  • Funding Documents (Grant Deed Transfers, PCOR)
Start Questionnaire