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Estate Planning Questionnaire

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Please provide valid information for all required fields below.

Full Name * This field is required.
Date * This field is required.
Address * This field is required.
DOB * This field is required.
Phone Number * This field is required.
Email * This field is required.
Spouse Name
(Living Y/N)
DOB
Phone Number
Email
If you have been married previously, divorced, adopted, have kids from another marriage, or any other unique situation, please describe.
Children/ Guardianship | (Indicate whether Biological or Step) Children(s) Names:
DOB:
Living (Y/N)?
First Choice- Guardian:
Second Choice- Guardian:
Explain any concerns regarding guardianship:
Executor | Personal Representative- First Choice: * This field is required.
Address * This field is required.
Phone Number * This field is required.
Email * This field is required.
Personal Representative- Second Choice: * This field is required.
Address * This field is required.
Phone Number * This field is required.
Email * This field is required.
Explain any questions or special provisions desired:
Desired Name of Trust:
Please describe what you would like to happen to your property after you pass. (Typically, people leave everything to their surviving spouse, and then to their children in equal shares if their spouse passes first.)
If you want property to go to anyone other than your children, describe the property and to whom it should be left.
First Choice - Health Care Agent: (select if same as Personal Representative) * Yes No This field is required.
Address * This field is required.
Phone Number * This field is required.
Email * This field is required.
DO YOU HAVE SPECIAL INSTRUCTIONS OR LIMITATIONS FOR YOUR AGENT?
Your Net Worth (value of all assets): $ * This field is required.
Please select: * Single (individual) Couple (Married) This field is required.
Select desired documents: * Will only Trust only Will & Trust Complete Estate Documents- Full Package* (which includes Will, Trust, General Power of Attorney, Health Care Power of Attorney, and Medical Directive) *comes with NOKBOX Check if you would like more information on how to protect your assets should you need to apply to Medicaid in the future. This field is required.
Additional Information:
Acknowledgment * I acknowledge and agree that by submitting this information, our firm will begin creating draft documents to review and discuss during your appointment with an attorney. Full payment will be required at the completion of documents. Please submit online via our website or email this questionnaire to [email protected] . This field is required.

Contact Our Firm

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Reason for Contact * This field is required.
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Office Location

130 N Main St
Bountiful, UT 84010

Mon: 09:00am - 05:00pm

Tue: 09:00am - 05:00pm

Wed: 09:00am - 05:00pm

Thu: 09:00am - 05:00pm

Fri: 09:00am - 05:00pm

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