Trust and Estate Planning Questionnaire

This questionnaire will serve as the foundation for your Trust and Estate Planning documents. This is a working document that will be revised to meet your requirements.
After the questionnaire is completed, our office will call to review it with you. Would you like to review in English or Vietnamese or Spanish? *
Client's Information (Strictly Confidential)
Do you have legal insurance?
If YES, what is the company name and case #?
Your Preferred Trust Name *
Are you Single, Married, Non-Traditional Couple? *
If married or non-traditional couple, are you doing a Joint Trust or just for Yourself?
Are you Male or Female *
Are you a "Registered Domestic Partner"? *
Are you legally married under state law? *
How each should be referenced? *
If OTHER, how would you like to be referred?
Home Address *