Estate Planning Questionnaire

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In preparation for your estate planning consultation, please complete as much of this questionnaire as possible.

We do not ask for this information to be nosy. We ask for this information because we cannot do our job properly without it. Many types of property require special consideration in estate planning, and your overall asset picture, combined with your goals, can greatly influence your estate plan

This form takes about 10 minutes to complete and contains 14
sections.

NOTE: Please make sure you schedule an appointment for an estate planning consultation. The estate planning consultation is the first step in the estate planning process. You can do so by calling the office, 919-228-9733 or emailing info@orlyrezniklaw.com.

Full Legal Name (EXACTLY as it appears on your driver's license) *

I certify that the name appearing above is exactly the same name that appears on my current driver's license. *

Yes

I do not have a driver's license

Required

Home Address (including city, state, zip code and county) *

Cell Phone Number *

Email Address *

Date of Birth *

YYYY

What is your United States citizenship status? *

I am a United States Citizen

I am Legal Permanent Resident (Green card holder)

I have visa status (such as F-1, B1/B2, K-1)

I am not sure

Other:

Are you currently married? *

Yes

Legally Separated

Widow(er)

Engaged

If married, please indicate which marriage it is for you.

First Marriage

Second Marriage

Other:

Clear selection

Do you and your spouse/partner have a premarital or post marital agreement regarding property?

Yes

Not sure

Clear selection

Clear form

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