Fill Out Our Initial Questionnaire

Estate Planning Initial Questionnaire

(scroll down to submit)

Full Legal Name

Address

County

Birthday

Month

Day

Year

U.S. Citizen?

Cell Phone

Alternate Phone

Marital Status

If Divorced, Name of Previous Spouse

Pets? (Yes or No)

Gun's (Yes or No)

Spouse's Full Legal Name (if applicable)

Spouse's Full Address

Spouse's County

Spouse's Birthday

Is Your Spouse a U.S. Citizen?

Spouse's Cell Phone

Spouse's Alternate Phone

Spouse's Email

Spouse's Marital Status

If Your Spouse is Divorced, Name of Previous Spouse

Child's Full Legal Name

Child's Gender

Whose Child is This?

Child's Address

Child's Birthday

Child's Phone

Is Your Child Special Needs or Disabled?

Child's Marital Status

Does Your Child Have Children?

Child 2's Full Legal Name (if applicable)

Child 2's Gender

Whose Child is This?

Child 2's Address

Child 2's Birthday

Child 2's Phone

Is Child 2 Special Needs or Disabled?

Child 2's Marital Status

Does Child 2 Have Children?

Child 3's Full Legal Name

Child 3's Gender

Whose Child is This?

Child 3's Full Address

Child 3's Birthday

Child 3's Phone

Is Child 3 Special Needs or Disabled?

Child 3's Marital Status

Does Child 3 Have Children?

Additional Person's Information, if they're going to be included in your Estate Plan. Include their Full Legal Name, Full Address, Relationship to You, Phone Number.

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