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: _____________________
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?
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?
Are you planning to buy the estate in partnership with a relative, friend or business partner?
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?
By when are you planning to sign a deal? (Please mention an approximate date/ month)
How would you be paying the amount?
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