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Estate Planning Preliminary Questionnaire
Basic Information
Your Legal Name (Primary Party)
*
First
Last
Your Work Phone
Your Cell Phone
Your Home Phone
Your Email
*
Spouse/Domestic Partner Legal Name (Secondary Party)
First
Last
Secondary Party Work Phone
Secondary Party Cell Phone
Secondary Party Home Phone
Secondary Party Email
Address
*
Street Address
Address Line 2
City
Georgia
Northern Mariana Islands
U.S. Virgin Islands
State
ZIP Code
County
*
Appling
Atkinson
Bacon
Baker
Baldwin
Banks
Barrow
Bartow
Ben Hill
Berrien
Bibb
Bleckley
Brantley
Brooks
Bryan
Bulloch
Burke
Butts
Calhoun
Camden
Candler
Carroll
Catoosa
Charlton
Chatham
Chattahoochee
Chattooga
Cherokee
Clarke
Clay
Clayton
Clinch
Cobb
Coffee
Colquitt
Columbia
Cook
Coweta
Crawford
Crisp
Dade
Dawson
DeKalb
Decatur
Dodge
Dooly
Dougherty
Douglas
Early
Echols
Effingham
Elbert
Emanuel
Evans
Fannin
Fayette
Floyd
Forsyth
Franklin
Fulton
Gilmer
Glascock
Glynn
Gordon
Grady
Greene
Gwinnett
Habersham
Hall
Hancock
Haralson
Harris
Hart
Heard
Henry
Houston
Irwin
Jackson
Jasper
Jeff Davis
Jefferson
Jenkins
Johnson
Jones
Lamar
Lanier
Laurens
Lee
Liberty
Lincoln
Long
Lowndes
Lumpkin
Macon
Madison
Marion
McDuffie
McIntosh
Meriwether
Miller
Mitchell
Monroe
Montgomery
Morgan
Murray
Muscogee
Newton
Oconee
Oglethorpe
Paulding
Peach
Pickens
Pierce
Pike
Polk
Pulaski
Putnam
Quitman
Rabun
Randolph
Richmond
Rockdale
Schley
Screven
Seminole
Spalding
Stephens
Stewart
Sumter
Talbot
Taliaferro
Tattnall
Taylor
Telfair
Terrell
Thomas
Tift
Toombs
Towns
Treutlen
Troup
Turner
Twiggs
Union
Upson
Walker
Walton
Ware
Warren
Washington
Wayne
Webster
Wheeler
White
Whitfield
Wilcox
Wilkes
Wilkinson
Worth
Other
How did you find out about our service?
Primary Party
Full Legal Name
*
First
Middle
Last
Suffix
Marital Status
Married
Single/Widowed/Divorced
In a Committed Relationship
Children
*
No Children with no plans for any Children
No Children but plan to have Children
Minor Children (Under 18)
Young Adult Children (19-29)
Mature Adult Children (Over 30)
Secondary Party
Full Legal Name
First
Middle
Last
Suffix
Marital Status
Married
Single/Widowed/Divorced
In a Committed Relationship
Children
No Children with no plans for any Children
No Children but plan to have Children
Minor Children (Under 18)
Young Adult Children (19-29)
Mature Adult Children (Over 30)
How would you like for us to send to you additional information and document drafts?
*
Email to:
Fax to:
Mail to the above address.
Email To:
*
Fax To:
*
Please Call before faxing.
Special Circumstances
Primary Party
Secondary Party
Are You Married With Children from a Previous Marriage or Relationship?
Are You Married With Children from a Previous Marriage or Relationship? - Primary Party
Yes
No
Are You Married With Children from a Previous Marriage or Relationship? - Secondary Party
Yes
No
Do You Have Any Illegitimate Children?
Do You Have Any Illegitimate Children? - Primary Party
Yes
No
Do You Have Any Illegitimate Children? - Secondary Party
Yes
No
Do You, Your Spouse, Your Children or Grandchildren Have Any Physical, Mental or Emotional Disability?
Do You, Your Spouse, Your Children or Grandchildren Have Any Physical, Mental or Emotional Disability? - Primary Party
Yes
No
Do You, Your Spouse, Your Children or Grandchildren Have Any Physical, Mental or Emotional Disability? - Secondary Party
Yes
No
Do You Need to Provide Support for Any Parents or Siblings with Any Physical, Mental or Emotional Disability?
Do You Need to Provide Support for Any Parents or Siblings with Any Physical, Mental or Emotional Disability? - Primary Party
Yes
No
Do You Need to Provide Support for Any Parents or Siblings with Any Physical, Mental or Emotional Disability? - Secondary Party
Yes
No
Do You Have Any Prenuptial or Post Nuptial Agreements with Your Spouse Regarding Your Property?
Do You Have Any Prenuptial or Post Nuptial Agreements with Your Spouse Regarding Your Property? - Primary Party
Yes
No
Do You Have Any Prenuptial or Post Nuptial Agreements with Your Spouse Regarding Your Property? - Secondary Party
Yes
No
Are You Subject to a Divorce Decree from a Prior Marriage?
Are You Subject to a Divorce Decree from a Prior Marriage? - Primary Party
Yes
No
Are You Subject to a Divorce Decree from a Prior Marriage? - Secondary Party
Yes
No
Do You Own a Business?
Do You Own a Business? - Primary Party
Yes
No
Do You Own a Business? - Secondary Party
Yes
No
Do You Have an Expectancy of Inheriting Any Substantial Sums?
Do You Have an Expectancy of Inheriting Any Substantial Sums? - Primary Party
Yes
No
Do You Have an Expectancy of Inheriting Any Substantial Sums? - Secondary Party
Yes
No
Do You Own Property Jointly with Any Person Other Than Your Spouse?
Do You Own Property Jointly with Any Person Other Than Your Spouse? - Primary Party
Yes
No
Do You Own Property Jointly with Any Person Other Than Your Spouse? - Secondary Party
Yes
No
Are you a Citizen of the U.S.A.?
Are you a Citizen of the U.S.A.? - Primary Party
Yes
No
Are you a Citizen of the U.S.A.? - Secondary Party
Yes
No
Have You Been Given a Power of Appointment in a Will or a Trust?
Have You Been Given a Power of Appointment in a Will or a Trust? - Primary Party
Yes
No
Have You Been Given a Power of Appointment in a Will or a Trust? - Secondary Party
Yes
No
Do You Have Any Other Special Circumstances You Wish for Us to Consider?
Financial Summary
Asset
Checking Account
Savings Account
Retirement Plans
Other Investments
Home - Current Value
Other Real Estate
Business Owned
Other Financial Assets
Liability
Credit Card Debt
Mortgage - Current Balance
Equity Line of Credit - Balance
Other Real Estate Mortgage Balance
Business Debt
Other Liabilities
Subtotal
Assets minus Liabilities (Net Financial Assets)
Personal Property
Assets
Auto
Household Belongings
Other Personal Property
Liability
Auto Loan
Subtotal
Life Insurance
Life Insurance Policy 1
Life Insurance Policy 2
Other Life Insurance Policies
Subtotal
Total - Potential Taxable Estate
Review Your Information
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About
Making an Informed Decision
Why Choose Us
Our Team
FAQ
Georgia Wills
Estate Planning Definitions
Pricing
Pricing
What does My Will Include?
Start Now
Start Now
Order Form
Resources
Other Services
Probate Services
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POA Package
Corporate Services
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