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.
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 *