Estate Planning Questionaire (Last Will) --Estate Attorney

Please use this if you would like to get started on your will planning. e.

Contact Sanders Law Firm PLLC at kirk@kirksanderslaw.com or 336-724-4707 for this document in a Word or PDF format. Winston-Salem, NC, Estate Planning Questionaire below:

WILL PLANNING QUESTIONNAIRE

TO CLIENT: Please fill in the following:

 

HUSBAND (Full Name):                                                       WIFE (Full Name):

 

______________________________                                    ______________________________

 

MAILING ADDRESS:         _____________________________________________________

 

COUNTY:      _____________________________

 

TELEPHONE NOS:_____________ (Home)    _____________(Work)  _____________(Cell)

 

EXECUTOR FOR HUSBAND: (This is the person who will handle the estate.)

FULL NAME: _______________________________________________________________

RELATIONSHIP TO HUSBAND:__ ___________________________________________ 

 

ALTERNATE EXECUTOR FOR HUSBAND:

FULL NAME: ______________________________________________________________

RELATIONSHIP TO HUSBAND: _____________________________________________

 

EXECUTOR FOR WIFE: (This is the person who will handle the estate.)

FULL NAME: ______________________________________________________________

RELATIONSHIP TO WIFE: _____________________________________________

 

ALTERNATE EXECUTOR FOR WIFE:

FULL NAME: _______________________________________________________________

RELATIONSHIP TO WIFE: _____________________________________________

 

2. DO YOU HAVE ANY FUNERAL AND BURIAL/CREMATION ARRANGEMENTS? 

__________________________________________________________________________

 

3.BENEFICIARIES OF ESTATE: (How do you want to divide your assets upon death?)

__________________________________________________________________________

__________________________________________________________________________

__________________________________________________________________________

__________________________________________________________________________

 

TRUSTS (Who will manage & disburse your trusts for (minor) children and others?)

Trustee for Husband: ________________________________________________________

Alternate Trustee: __________________________________________________________

 

Trustee for Wife (if different):_________________________________________________

Alternate Trustee:___________________________________________________________

 

Guardians: (Who will take care of your children?)

__________________________________________________________________________

 

Alternate Guardians:__________________________________________________________

 

Husband’s HealthCare Power of Attorney: (Who will make medical decisions on your behalf if you can not?)

Full Name:_______________________________________Relationship________________

 

Husband’s Alternate Healthcare Power of Attorney:

Full Name:__________________________________Relationship __________________   

Wife’s HealthCare Power of Attorney: (Who will make medical decisions on your behalf if you can not?)

Full Name:____________________________________Relationship _______________

 

Wife’s Alternate Healthcare Power of Attorney:

Full Name:__________________________________Relationship ___________________    

Husband’s Power of Attorney: (Who will manage your assets if you are unable?)

Full Name:____________________________________Relationship ________________

 

Husband’s Alternate Power of Attorney:

Full Name:___________________________________Relationship ___________________    

Wife’s Power of Attorney: (Who will manage your assets if you are unable?)

Full Name:____________________________________Relationship ________________

 

Wife’s Alternate Power of Attorney:

Full Name:__________________________________Relationship __________________    

Declaration of Desire for Natural Death (a/k/a Living Will)

Do you want a Declaration of Desire for Natural Death? Yes: ____         No: ____

**Please note, an attorney relationship is not created until you pay our agreed upon fees (contact us for the fees) and execute an attorney-client agreement. Fees listed above may not pertain to your particular case.