Estate Planning Questionnaire

Download our Estate Planning Questionnaire ↓

If you are not married, either skip the sections regarding your spouse or instead fill in the information with respect to your boyfriend/girlfriend/partner if you want to include him/her in your estate plan.

NOTE:  The questionnaire to which I have provided a link above is a pdf file because anti-virus software tends to treat all Word documents as suspect.  If you would prefer a Word document so that you can complete it on your computer, please just jot me a note at