Resources

New

Client Questionnaire

I. Your Information

Your Full Name *

Your DOB

Your Email *

Spouse Full Name

Spouse DOB

Spouse Email

Address

Children

Children Full Name

DOB

II. Beneficiaries - "Who should get your assets when you pass away?"

Name

Percentage / Dollar Amount

Be thinking about backup plans too - if any / all of the above should die before you, who should get their portion instead?

III. Successor Trustees - "Who should be in charge of doing the paperwork and making those distributions?"

First Choice

Second Choice

Third Choice

IV. Power of Attorney - "If you become incapacitated, who should help handle your finances?"

First Choice

Second Choice

Third Choice

V. Advance Health Care Directive - "If you become incapacitated, who should be your medical liaison?"

First Choice

Second Choice

Third Choice

VI. Guardians - "Who should your minor children live with?

First Choice

Second Choice

Third Choice

OR

Print out a this form to complete and bring to the law office.

Resources

Practice Transfer Letter