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- Click ‘Get Form’ to open the Questionnaire - Estate Planning Revised docx in our editor.
- Begin with the 'Family Information' section. Fill in your full legal name, address, date of birth, and contact details. Select your gender and marital status from the provided options.
- Proceed to the 'Spouse' section. Enter your spouse's details similarly, including their name, date of birth, and whether they have a will or trust.
- In the 'Children' section, list each child's full legal name and date of birth. Indicate who their parents are by selecting from the options provided.
- Move on to 'Personal Questions'. Answer each question by marking ‘Yes’ or ‘No’ as applicable to your situation.
- Continue through sections like 'Estate Planning Objectives', 'Bank Accounts', and others, ensuring you provide accurate information for each asset type listed.
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