Single Individual
Estate Planning Questionnaire
This questionnaire helps you organize your family and financial information, and helps us understand your goals and circumstances, so our first meeting is as productive as possible.
Married? Use the Married Couples questionnaire · Haven't scheduled yet? Schedule your free consultation
đź”’ Secure & Confidential
All information you provide is strictly confidential and protected with data encryption.
đź’ľ Save as You Go
Click the SAVE button at the bottom right as you go. You can pause at any time and return later without losing your answers.
đź“… Before Your Meeting
Please complete the questionnaire at least 2 to 3 days before your consultation, so we can make the most of our time together.
Before You Start
Helpful Information to Have Handy
Names and birthdates of your children and any other family members you plan to include
A general list of your assets, such as your home, bank and investment accounts, retirement accounts, and life insurance, with rough values
Any existing estate planning documents, such as Wills, trusts, or powers of attorney
Who you're considering as guardians for minor children, trustees, and agents for financial and health care decisions
Your main goals and concerns, such as avoiding probate, protecting your children, or planning for long-term care
Have a question or need help with any part of the questionnaire? Email info@sociuslawfirm.com or call (508) 870-5759, and we'll set up a phone call to help.