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.
Additional Questions (Strictly Confidential)
Any deceased children?
a. If Yes, name of deceased child *
b. If Yes, deceased child survived by issue? *
Any adopted children?
If Yes, name of adopted child
Do any of your beneficiaries have a learning disability, special educational, medical or physical needs?
Do you have any relatives (other than children) who depend on you for all or part of their support?
Do you think any of your beneficiaries have special problems with spouses, drugs, alcohol or handling money?
Do you wish to disinherit any of your children, grandchildren or any other close relative?
Do you have an existing Marital Property Agreement?
Do you expect to inherit substantial assets ($100,000 +)?
Do you have existing Wills?
Do you have any existing trusts (either revocable or irrevocable)?
Have you ever filed a Federal Gift Tax Return?
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