Estate Planning Questionnaire
In preparation for your estate planning consultation, please complete as much of this questionnaire as possible.  

We do not ask for this information to be nosy. We ask for this information because we cannot do our job properly without it. Many types of property require special consideration in estate planning, and your overall asset picture, combined with your goals, can greatly influence your estate plan

This form takes about 10 minutes to complete and contains 14

NOTE:  Please make sure you schedule an appointment for an estate planning consultation.  The estate planning consultation is the first step in the estate planning process.  You can do so  by calling the office, 919-228-9733 or emailing
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Full Legal Name (including middle name, no nicknames) *
Home Address *
Cell Phone Number *
Email Address *
Date of Birth *
What is your United States citizenship status? *
Are you currently married? *
If married, please indicate which marriage it is for you.
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Do you and your spouse/partner have a premarital or post marital agreement regarding property?
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