Estate Planning Client Questionnaire


Estate planning includes the legal transfer of property or assets belonging to an individual to their legal heirs. This is usually done by his or her family in the event of the individual’s death or disability. An estate planning client questionnaire helps you to choose your beneficiary wisely, distribute your wealth equally among your heirs, and decide the assets that need to be liquidized.

Sample Estate Planning Client Questionnaire:

Name: ________________________________________

Spouse’s Name: _________________________________

Date of Birth: ___________________________________

Address: _____________________________________

Contact: ______________________________________

1. What is the main purpose behind your need for estate planning?

a) Create a will

b) Open a trust-fund

c) Appoint a trustee to handle assets

d) Appoint an “attorney-in-fact”

_______________________________________________

2. Have you chosen your primary beneficiary? Please mention nominee

a) Spouse

b) Other

_______________________________________________

3. In the event that your primary beneficiary predeceases you, have you chosen an alternate beneficiary? Please mention nominee

a) Children

b) Other

_________________________________________________

4. Have you chosen any contingent beneficiary in the case that you are survived neither by primary nor alternate beneficiary?

a) Legal heirs

b) Charity

c) Other

________________________________________________

5. Do you have any specific bequests? Please mention the items to be bequeathed along with individual’s name

________________________________________________

6. Have you chosen any will executor/trustee yet?

a) Yes

b) No

________________________________________________

7. Do you need any help with planning your estate taxes?

a) Yes

b) No

________________________________________________

8. Would you prefer to have an agent handle your Financial Power of Attorney?

a) Yes

b) No

_________________________________________________

9. Do you need to have an agent to handle your Medical Power of Attorney?

a) Yes

b) No

_________________________________________________

10. Is there anything else you’d like to discuss regarding your will/estate?

_________________________________________________

Category: Planning Questionnaire

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