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I. PERSONAL INFORMATION
II. BENEFICIARY INFORMATION
Date and Place of Birth & Citizenship
Does your spouse, any child or any grandchild have a physical, mental or
If Yes, please explain the individual’s special needs.
Does your spouse, any child or any grandchild have special financial needs?
III. EXECUTORS, TRUSTEES AND GUARDIANS
IV. INDIVIDUAL BEQUESTS
You need to identify in your estate plan if you intend to bequeath any real
property, cash, or other item(s) to any individual, church, school, or other
V. OTHER ESTATE PLANNING DOCUMENTS
The materials included in this website are for general informational purposes only and do not constitute legal advice. Information contained herein is not intended to create and does not constitute an attorney-client relationship. You should seek advise from professional legal counsel. Please be advised the submittal of a reply to the online estate planning survey does not constitute a contractual relationship between the Law Firm and yourself and does not represent a binding legal obligation for the Law Firm to represent you in any administrative or court proceeding. Finally, submittal of a reply to an estate planning survey does not satisfy the requirements for a legal Will or other legal instrument under the law.
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