ESTATE PLANNING CONFIDENTIAL QUESTIONNAIRE
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Email *
Appointment day
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Appointment time
Time
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FAMILY INFORMATION
Client’s full name as it appears on ID *
Client’s name to appear in the documents
 *
Date of Birth *
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Marital Status *
Any prior marriages
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Spouse’s full name, as it appears on ID
Spouse’s name to appear in the documents
Date of Birth
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Spouse's Phone Number(s)
*If spouse deceased, please write name above.
Date of Death:
MM
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Address *
Phone Number(s) *
Email(s) *

Is this a Joint Estate Plan for a Married Couple or Registered Domestic Partners?

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The signing location will be at my office unless you indicate differently here:

Are you a U.S. Citizen?
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Is your spouse a U.S. Citizen?
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Are you a U.S. Resident?
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Is your spouse a U.S. Resident?
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Please list ALL children, even if you plan to disinherit them. Include their Date of Birth and Current Address.
(Please indicate H for Husband’s and W for Wife’s – if children are from previous marriages and B for children of this marriage, whether natural or adopted)
Example:
1. (B) John Doe; 04/12/2007; Alameda, CA
Do the parties have any deceased children, and if so, did those children have children of their own?
Do you have a Trust?  
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If Yes, date? 
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Do you have a Will?  
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If Yes, date?
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YYYY

Please bring your current Estate Plan documents to your appointment.

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