This initial estate planning questionnaire is presented in a narrative form. The detailed explanations and the space provided for answers are designed to garner more complete and helpful information than would be afforded by merely filling in blanks.

The information you provide must be as accurate as possible.  If you are uncertain about exact information, tell your lawyer that and give your best assessment.  If your lawyer believes that exact information is required, he or she will ask you to be more precise.  You may provide as much or as little information as you want.  This questionnaire is a fairly intrusive document.  Keep in mind, however, that the more complete the information is, the better it will equip you and your lawyer throughout the planning process to come up with the best possible estate planning alternatives.  You information will be kept confidential by your lawyer unless you authorize or request its release to others.