Estate Plan Questionnaire

Please complete this General Estate Plan Questionnaire so our Attorney's understand how to better serve you.

The attached Estate Planning Questionnaire is designed to help you organize your personal and financial information, to help us effectively assess your goals and circumstances, and to enable us to recommend an estate plan that will work for you and your family. We recognize that this questionnaire asks personal and sensitive information from you, and some of the requested information may not be applicable. The answers to these questions may have an important impact on how you dispose of your property and the more complete the information is, the better we will be able to provide the best possible estate planning options for you. We will keep your information in the strictest confidence and we will not release it without your consent. Please take the time to complete this questionnaire carefully. It will be of great assistance to us and to you. This questionnaire appears to be designed for a couple (married or unmarried), but it may be completed by an individual as well, in which case some questions may not apply.

Full Name * This field is required.
Other Names/Nickname
Home Address * This field is required.
Email Address * This field is required.
Telephone Number * This field is required.
Date of Birth * This field is required.
Employer * This field is required.
Occupation * This field is required.
Citizenship * This field is required.
Pre or Post-Marital Agreement? * This field is required.
Current Marital Status * This field is required.
Spouse Full Name (If Applicable)
Do you have any children? * This field is required.
If you said yes to children, include each of their full names
Do you currently have a will? * This field is required.
Please explain how you would like your estate to be divided: * This field is required.
Who do you want to name as the executor of your estate? * This field is required.
Who do you want to name as the Trustee of your children’s trusts for children under the age of 25 years old? * This field is required.
Who do you want to name as guardian of your minor child(ren) if applicable? * This field is required.
Do you have a Power of Attorney? * This field is required.
Do you wish to have a Power of Attorney?
Do you have a Medical Power of Attorney? * This field is required.
Do you wish to have a Medical Power of Attorney?
Additional Comments
How were you referred to Huynh & Huynh, PLLC? * This field is required.

Estate Plan Questionnaire

Estate Plan Questionnaire

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