Estate Planning Intake Questionnaire


Estate Planning Intake Questionnaire is prepared for understanding the clients’ estate requirements which help the estate agents or managers in finding a suitable estate for them. Several questions regarding the subject are framed for this questionnaire. This is aimed at getting various doubts clarified and giving a clear picture as to what a client wants.

 Sample Estate Planning Intake Questionnaire

Name of the Participant: _____________________

Occupation: ______________

Date of Birth: ____/____/____

Address: ____________ City: ___________ State: ___________ PIN: _____________

Phone Number: ______________

Email Address: _____________________

What kind of estate are you planning to purchase?

___________________________________________

What is the purpose of purchasing the estate?

a)      Use it for Commercial purpose

b)      For personal use

c)      Not decided yet

Have you set a budget for the purchase?

a)      Yes

b)      No

If the answer to the above mentioned question is ‘Yes’ then please specify the budget amount decided by you.

___________________________________

Please specify as to how much you are willing to spend on revamping on the existing estate?

_____________________________________________________

Would you be the sole owner of the Estate?

a)      Yes

b)      No

Are you planning to buy the estate in partnership with a relative, friend or business partner?

a)      Yes

b)      No

If the answer to the above mentioned question is ‘Yes’ then please mention as to whom your partner would be?

______________________________________________________

Have you consulted some estate agents for discussing about the purchase?

a)      Yes

b)      No

By when are you planning to sign a deal? (Please mention an approximate date/ month)

_________________________________________________________

How would you be paying the amount?

____________________________________________________________

Category: Planning Questionnaire

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