Sussan Greenwald 2026

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4.8 out of 5

136 votes

The document is an estate planning questionnaire provided by the law firm Sussan, Greenwald & Wesler. It emphasizes the importance of accurate and complete information for effective estate planning and requests clients to fill out a confidential questionnaire before their appointment. The document outlines various personal, financial, and family details needed for creating an estate plan, including guardianship preferences, asset summaries, and healthcare directives.

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Click ‘Get Form’ to open the Sussan Greenwald estate planning questionnaire in the editor.
Begin by entering your contact information, including residence and business phone numbers, email, and residential address. Ensure all details are accurate for effective communication.
Fill in your personal information, such as full name, birthdate, gender, and social security number. This section is crucial for establishing your identity within the estate plan.
Provide details about your spouse's personal information if applicable. Include their full name, birthdate, and other relevant data.
List your living children’s names, dates of birth, and residences. This helps in determining guardianship and distribution of assets.
Designate guardians for minor children by providing their names and addresses. Consider naming alternate guardians as well.
Complete the gifts and distributions section to specify how you wish to leave assets to your children or other beneficiaries.
Review all sections carefully before submitting the form to ensure accuracy and completeness.

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