Estate Planning Questionnaire for Single Client – Fillable Adobe PDF

What’s Included:

✔ Client Information Section – Names, addresses, contact details, and citizenship status.
✔ Family & Beneficiary Details – Information on children, grandchildren, and blended family considerations.
✔ Trust & Will Preferences – Name your trust, designate successor trustees, and outline distribution preferences.
✔ Powers of Attorney & Healthcare Directives – Assign financial and healthcare decision-makers.
✔ Assets & Business Interests – List real estate, bank accounts, securities, retirement plans, and life insurance details.
✔ End-of-Life & Burial Wishes – Clearly document your choices for medical care and final arrangements.

Why Use This Form?

✅ Fully Fillable & Editable – Designed in Adobe Acrobat, allowing easy digital entry and updates.
✅ Organized & Attorney-Approved – Covers all essential details in a structured, professional format.
✅ Time-Saving – Helps attorneys gather all necessary client information in one place.
✅ Perfect for Law Firms & Individuals – Ideal for estate planning attorneys, financial advisors, or individuals preparing their legal affairs.

📥 Instant Download – Requires Adobe Acrobat for Full Functionality

Ensure a smooth estate planning process with this fillable, ready-to-use questionnaire. Download now and take control of your estate planning with confidence!