The Estate Planning Questionaire

Part I - Personal Data

Husband's Information

Other Name used for Title and Property Account
City
State/Province
Zip/Postal

Employment Information

Wife's Information

Other Name used for Title and Property Account

Employment Information

Section

Children and Other Family Members

Use full legal name. Use “JT” if both spouses are parents, “H” if husband is parent, “W” if wife is the parent, “S” if a single parent.