Forms > Estate Planning Questionnaire Form

Estate Planning Questionnaire Form

An Estate planning questionnaire is about listing, evaluating and assessing an estate of an individual or a company/organization. It helps lawyers and property registrars to make an evaluation of the value and productivity of that estate. Here is a sample estate planning questionnaire; the fields may vary according to different purpose.

Sample Estate Planning Questionnaire

Personal Information

Full Name* First_________ Last__________

Date of Birth____/___/____

Address____________________________

City__________________ Postal Code______________

State_____________________

Country___________________

Phone Number______________

Email—ID__________________

Estate Information

Are you a citizen of this country: Yes/No

Since how long you are living in this country_________

Do you already have a will in your name______?

How many children do you have______________?

Name the estate/property that you own in this country___________________

Name the state_______________

The estimated value of your estate____________________

Do you expect to receive property/money/fortune from any source________?

Approx value of that fortune___________

Do you pay income tax for that estate, if yes than enter the

details___________________

____________________

Submit.

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