Estate Planning Worksheet.pdf

Estate Questionnaire – Williams Law Office, PC

The questionnaire requires personal and contact information for the individual and their spouse, including full names, addresses, phone numbers, emails, social security numbers, dates of birth, employers, and tax preparers.

It also inquires about previous spouses, children from current and previous marriages, and their birthdates. The individual must specify which estate documents they want prepared, such as a will, durable power of attorney, guardianship, living will, or health care representative.

For the will, the individual must provide the name and address of the executor and alternate executor, and describe how their estate will be divided after their death. They must also indicate if they want a trust established, a no-contest clause, and if they want to give specific property to particular individuals.

The power of attorney section requires the name, address, and phone number of the power of attorney, and specifies when the power of attorney will be effective and terminate. The individual must also indicate which powers the power of attorney will have.

The questionnaire also covers guardianship, health care representative, and living will, including artificial nutrition and hydration, and life support preferences. Finally, it asks if there are any special circumstances that need to be considered in the estate planning.