Who do you want to nominate as the “personal representative” or the executor of your estate? Married people often select their spouse.

Please complete this First page for each person who would like an estate planning document. If the information on remaining pages is different, please complete ...

We must have this Worksheet returned to us prior to discussing your estate plan and pricing either in person or telephone or video meeting.

U.S. citizen: Yes No. Florida resident: Yes No. If Yes, for how long? If not a resident of Florida, specify State of which you are a resident and the length of ...

This is a general overview of your assets. Values should be approximate and are needed only to assist in your tax planning. IRA's / Pensions /. Retirement Plans ...

Do you wish to give specific property, real or personal, to anyone? Yes No. If yes, please name the beneficiary and the. s. pecific ...

Your Legal Name. 2. Address: City. State ______ Zip. 3. Home Phone: 4. Cell Phone: 5. Work Phone: 6. Email Address: 7. Are you married? Yes / No.

ESTATE PLANNING QUESTIONNAIRE · DOCUMENTS TO RETURN WITH THIS QUESTIONNAIRE · LAST WILL AND TESTAMENT · WHO ARE YOUR BENEFICIARIES? · DURABLE POWER OF ATTORNEY ...

Have you and/or your spouse completed previous wills, trusts, or other estate planning? Do you or your spouse have any current, or anticipated, medical issues?

The purpose of this form is for you to provide me with basic information needed for us to have a meaningful initial conference, including understanding what ...