Ourednik-law-logoOurednik-law-logoOurednik-law-logoOurednik-law-logo
  • Home
  • Legal Services
    • Tax Planning
    • Tax Resolution
    • Estate Planning
    • Business Planning
    • Entity Formation
    • Asset Protection
      • Legal Trusts
    • Probate Administration
    • Elder Law /
      Disability &
      Special Needs
    • Charitable Planning / Nonprofits
    • Business Law Services
      • Business Litigation
      • Compensation Arrangement Services
  • Pre-Visit Forms
    • New Client Information Form
    • Estate Planning Questionnaire
  • Florida Tax Law Blog
  • Estate Planning Blog
  • About
  • Contact Us
✕

CONTACT NOW
904-396-8080

Estate Planning Questionnaire

"*" indicates required fields

Step 1 of 12

8%

Client Information

Please fill in the form below or CLICK HERE to download and complete the form offline.
Full Legal Name*
Select if you have the following:
Date of Birth*
U.S. Citizen*
Florida or Texas Resident*
Do you claim Florida Homstead Exemption?*
Current Address*
Place of Birth*
Marital Status*
Marital History*
Have you ever been divorced or widowed?
Do you have any children?*

Family Information

Spouse

Please state the date and place of your marriage, and the legal name and birth date of your spouse:
Spouse Name*
Spouse Date of Birth*
Place of Marriage*
Date of Marriage*
Did you enter into a "pre-nuptial" or "post-nuptial" agreement?*
Max. file size: 32 MB.
Have you ever lived in Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin while you were married?*
Did you purchase a home or other real property in that state?*

Spouse Information

There is no information required. Please proceed to the next page.

Family Information Continued

Has any child predeceased you?*
Did that child have any children?*
Do you have any illegitimate children?*
Are you including posthumous/after born children?*

Children Information

Do not include step children or foster children who live with you.
Please enter a number from 1 to 10.
Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*
Number of Children (i.e. your grandchildren)

Fiduciaries

Personal Representative

Whom do you want to nominate as the “personal representative” (i.e., the executor) of your estate? Married persons often select their spouse. Please note that under Florida law, if the personal representative is not related to you, he or she must be a Florida resident. You may also select “joint” personal representatives or a “corporate” personal representative (e.g., bank or trust company).
Do you want to assign a personal representative?

Full Legal Name*
Current Address*

Alternate Personal Representative

Full Legal Name*
Current Address*

Some probate judges will allow the personal representative to serve without having to post a bond if the decedent’s will waives the bond requirement. Other judges refuse to allow a waiver because of concerns about protecting estate creditors and beneficiaries from misfeasance or nonfeasance. Do you want your personal representative or alternate to be required post a bond (which is paid by your estate) to be able to serve?*

Trustees

If you are considering establishing a trust during your life or after your death for a spouse, child, grandchild, parent or another person or charity (especially to avoid payment of large sums of money to a beneficiary at one time, or prior to a beneficiary attaining a certain age, or for a specific purpose), whom do you want to nominate as the trustee? You may also select “cotrustees”or a “corporate” trustee (e.g., bank or trust company).
Do you want to assign a trustee?

Successor Trustee

Full Legal Name*
Current Address*

Alternate Trustee

Full Legal Name*
Current Address*

Guardians

If you have any children who are minors, a guardian should be named in your will to care for their person and to manage their property until they attain 18 years of age in the event of the death of both parents. You may nominate “joint” guardians. You may also nominate separate guardians for a child, that is, a “guardian of the person” and a “guardian of the property” especially if a proposed guardian may not be suitable for handling a child's property and finances. A guardian of the property could include a “corporate” guardian or corporate co-guardian. Please note that under Florida law, if the person you nominate as guardian is not related to the child, he or she must be a Florida resident to be appointed.

Primary Guardian

Full Legal Name*
Current Address*

Alternate Guardian

Full Legal Name*
Current Address*

Guardian Information

There is no information required. Please proceed to the next page.

Specific bequests

List any specific items (e.g., automobiles, jewelry, personal effects, etc.) or specific amounts of money that you wish to leave to one or more beneficiaries. If you have a large number of items of “tangible personal property” that you want to give to several persons, you may want to consider having a “separate writing” prepared. If this is true, or you need more than 4, then enter 0 in the field.
Please enter a number from 0 to 4.

Name of Beneficiary*
Current Address*

Name of Beneficiary*
Current Address*

Name of Beneficiary*
Current Address*

Name of Beneficiary*
Current Address*

Would you like to assign any residue?
After paying expenses of administration and any debts and taxes, and after distributing any specific bequests, a residue may remain. State who should receive the residue and in what amount or percent.

Residue

Name of Beneficiary*
Current Address*
Name of Beneficiary*
Current Address*
Name of Beneficiary*
Current Address*

Trusts

Miscellaneous

Do you have a “will” or “revocable living trust”?*
Max. file size: 32 MB.
Do you have a “durable power of attorney”?*
Max. file size: 32 MB.
Do you have any “living will documents”?*
Max. file size: 32 MB.
Are any organs to be donated after your death?*
For any, state "allow any usable" For any purpose, state "allow any purpose"
Is there a specific disposition of your remains?*
Do you want to assign a durable power or attorney?*

Agent Information

Full Legal Name*
Current Address*
Effective date of power*
Note: Florida law currently only allows for an immediate power of attorney)

Do you have any living will documents?*
i.e., documents authorizing another person to carry out your wishes in the event you are unable to communicate your decisions concerning extending, withholding or withdrawing life-prolonging procedures under certain legally permissible circumstances.

Health Care Surrogate

Full Legal Name*
Current Address*

Alternative Health care surrogate

Full Legal Name*
Current Address*

Your primary physician

Name*
Current Address*

Summary of Assets and Liabilities

The following is a financial summary for estate and tax planning purposes. Further detailed information and copies of documents concerning particular assets and liabilities may be requested. In lieu of completing this summary, you may substitute a current financial statement.

Click Here to download and complete the Summary of Assets and Liabilities document.

Max. file size: 32 MB.

Life Insurance

Please enter a number from 0 to 5.

Please select if you retain any of the following:

Accountant Name*
Accountant Address*

Banker Name*
Banker Address*

Financial Planner Name*
Financial Planner Address*

Investment Broker Name*
Investment Broker Address*

Life Insurance Agent Name*
Life Insurance Agent Address*
Date Completed*
Consent*
This field is for validation purposes and should be left unchanged.

Estate Planning Questionnaire

"*" indicates required fields

Step 1 of 12

8%

Client Information

Please fill in the form below or CLICK HERE to download and complete the form offline.
Full Legal Name*
Select if you have the following:
Date of Birth*
U.S. Citizen*
Florida or Texas Resident*
Do you claim Florida Homstead Exemption?*
Current Address*
Place of Birth*
Marital Status*
Marital History*
Have you ever been divorced or widowed?
Do you have any children?*

Family Information

Spouse

Please state the date and place of your marriage, and the legal name and birth date of your spouse:
Spouse Name*
Spouse Date of Birth*
Place of Marriage*
Date of Marriage*
Did you enter into a "pre-nuptial" or "post-nuptial" agreement?*
Max. file size: 32 MB.
Have you ever lived in Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin while you were married?*
Did you purchase a home or other real property in that state?*

Spouse Information

There is no information required. Please proceed to the next page.

Family Information Continued

Has any child predeceased you?*
Did that child have any children?*
Do you have any illegitimate children?*
Are you including posthumous/after born children?*

Children Information

Do not include step children or foster children who live with you.
Please enter a number from 1 to 10.
Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*
Date of Birth*
Current Address*

Full Legal Name*