Estate Planning

Estate Planning Inquiry

Legal Name:

Birth Date:

US Citizenship Status

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Home Address

Street Address:

City:

State:

Zip

Home Phone:

Email Address:

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Spouse

Spouses Legal Name:

Spouses Date of Birth:

Spouses US Citizen Status

Date of Marriage

Childrens Name

Childrens Date of Birth

Spouses Email Address

Spouses Phone Number

Have you or your spouse been previously married?

Do you have children with a non-spouse?

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Children

If you have no living children who would you like to inherit your Estate?

If you have minor children who would you like to act as Guardian?

Who do you want to inherit your estate, if you and your children all die simultaneously:

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Distribution to Children

Do you want your children to inherit equally:

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First Child

Name of First Child:

Date of Birth of First Child

Address of First Child:

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Second Child

Name of Second Child:

Date of Birth of Second Child

Address of Second Child

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Third Child

Name of Third Child:

Date of Birth of Third Child:

Address of Third Child:

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Fourth Child

Name of Fourth Child:

Date of Birth of Fourth Child:

Address of Fourth Child:

At what age do you want your children to get their inheritance outright without help of a trustee in managing the money:

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Property

What property do you own?

Do you have specific items you want to go to specific people? If so what are they and who do you want to inherit them:

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Administrative

Who would you like to name as Trustee of your Trust?

Who would you like to name as executor of your will?

Provide three names for power of attorney for healthcare if you are unable to act for yourself.

Provide three names for power of attorney for property (pay your bills, access your accounts).

Do you want to donate your body or organs:

Yes

Are you working with an agent?

Yes

If so, what is the name of the agent:

By checking this box you confirm that we may reach out to the provided email

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Please download the Inquiry Form and W9 PDFs below, fill them out, and then either:

email them to samantha@qconsultingpartner.com
or
Fax the completed forms to 630.833.6855

Estate Planning Questionnaire (.pdf)

W9 (.pdf)

Estate Planning

Estate Planning Inquiry

Estate Planning Inquiry

Questions? Get in touch

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