Estate Plan Questionnaire

Step 1: Information to Get Started

At this step we'll gather some information to help us get started.
Your Full Name*
PrefixFirstLastSuffix
Enter your Full Name as it appears on legal documents.
Preferred Name
FirstLast
Enter your name as you would like it to appear.
Include Spouse or Significant other?*
- Yes, my Estate Plan will also cover my spouse / significant other
- No, my Estate Plan will pertain to just me
If you would like to create a single trust for you and your spouse or significant other, you should select yes here.
How many Beneficiaries will you name?
A beneficiary is someone who you will designate to inherit the assets from your Living Trust. It is common to name children and other family members.
How many Trustee's will you name?
A Trustee is someone who you name to manage the assets in your Living Trust once you are unable to. It is common to name children over 18 who are adequately competent.

Information About You

We need a little more information about you to move forward. These details will be used in parts of your Estate Plan.
Your Birthdate
Your Phone
Your Email
Your Address
Street AddressAddress Line 2CityStateZip Code
Are you married?
- Yes
- No
Date of Marriage
Are you a US Citizen?
- Yes
- No
In which country are you a Citizen?
Do you have any Estate Plan Documents?

Information about your Spouse / Significant Other

We also need some details about your spouse / significant other. The individual you list here will be listed as co-grantor of the trust along with you.
Full Name
PrefixFirstLastSuffix
As it appears on legal documents.
Preferred Name
FirstLast
Birthdate
Phone
Email
Address
Street AddressAddress Line 2CityStateZip Code
Are you Married?
- Yes
- No
Date of Marriage
Are you a US Citizen?
- Yes
- No
In Which Country are you a Citizen?

Beneficiary #1
Please name your first beneficiary below. A beneficiary is someone who receives some or all of the property named in your Living Trust.
Full Name
PrefixFirstLastSuffix
Beneficiary Related To
Beneficiary Relationship
- Related to Me
- Not Related to Me
Birthdate
Gender
Address same as yours?
- Yes, this beneficiary's address is the same as mine
- No, this beneficiary's address is different than mine
Address
Street AddressAddress Line 2CityStateZip Code
Is this Beneficiary a US Citizen?
- Yes
- No
Beneficiary is a Citizen of

Beneficiary #2
Please name your second beneficiary below. A beneficiary is someone who receives some or all of the property named in your Living Trust.
Full Name
PrefixFirstLastSuffix
Preferred Name
FirstLast
Beneficiary Related To
Beneficiary Relationship
- Related to Me
- Not Related to Me
Birthdate
Gender
Address Same as Yours?
- Yes, this beneficiary's address is the same as mine
- No, this beneficiary's address is different than mine
Address
Street AddressAddress Line 2CityStateZip Code
Is this Beneficiary a US Citizen?
- Yes
- No
Beneficiary is a Citizen of

Successor #1

Please name your first Successor below. A Successor is someone who will manage your Trust once you are no longer able to.
Name
PrefixFirstLastSuffix
Untitled
Date
Untitled
Address
Street AddressAddress Line 2CityState / Province / RegionZip / Postal CodeCountry
Untitled
- First Choice
- Second Choice
- Third Choice
Untitled

Step 1: Information to Get Started