Estate Planning Questionnaire

Thank you for contacting TCB Legacy Law, LLC. This estate planning questionnaire is used to collect information about potential new clients and is used for internal purposes only. The information you provide is confidential and will be treated accordingly.

1. Spouse/Partner #1 First and Last Name *
2. Spouse/Partner #1 Date of Birthday *
3. Spouse/Partner #1 last 4 digits of social security #
4. Spouse/Partner #1 Phone # *
5. Spouse/Partner #1 Email
6. Spouse/Partner #1 Occupation
7. Spouse/Partner #1 Employer
8. Spouse/Partner #1 Have you been previously married? If yes, how did marriage end? What is the name of former spouse?
9. Spouse/Partner #1 Are you a US Citizen?
10. Spouse/Partner #1 Do you have any special needs or health concerns?
11. Spouse/Partner #2 First and Last Name
12. Spouse/Partner #2 Date of Birthday
13. Spouse/Partner #2 last 4 digits of social security #
14. Spouse/Partner #2 Phone #
15. Spouse/Partner #2 Email
16. Spouse/Partner #2 Occupation
17. Spouse/Partner #2 Employer
18. Spouse/Partner #2 Have you been previously married? If yes, how did marriage end? What is the name of former spouse?
19. Spouse/Partner #2 Are you a US Citizen?
20. Spouse/Partner #2 Do you have any special needs or health concerns?
21. Do you both have kids in common?
22. Does Spouse/Partner #1 have kids from a prior relationship?
22. Does Spouse/Partner #2 have kids from a prior relationship?
24. Are there any adopted children by both or Spouse/Partner #1 or Spouse/Partner #2
25. Are there any children under the age of 18?
Spouse/Partner #1 Are both of your parents alive?
Spouse/Partner #2 Are both your parents alive?
Spouse/Partner #1 Do you have siblings?
Spouse/Partner #2 Do you have siblings?
Spouse/Partner #1 Do you have a will?
Do you have a Trusts?
Durable Power of Attorney (Financial Power of Attorney)?
Do you have Healthcare Power of Attorney/Healthcare Proxy?
Do you have a Nomination of Guardian?
Do you have HIPAA Authorization?
Do you have other Estate Planning Documents?
Spouse/Partner #2 Do you have a will?
Do you have a Trusts?
Do you have Durable Power of Attorney (Financial Power of Attorney)?
Do you have Healthcare Power of Attorney/Healthcare Proxy?
Do you have a Nomination of Guardian?
Do you have HIPAA Authorization?
Do you have other Estate Planning Documents?
Spouse/Partner #1 Do you have investment income?
Spouse/Partner #1 What is your approximate annual salary?
Spouse/Partner #2 Do you have investment income?
Spouse/Partner # 2 What is your approximate annual salary?
Spouse/Partner #1 Do you own real estate?
Spouse/Partner #1 Is your real estate jointly owned?
Spouse/Partner #1 and Spouse/Partner #2 Do you have cash and bank accounts?
Do you share a joint bank account(s)?
Do you have beneficiary designations for your bank accounts?
Spouse/Partner #1 Do you have retirement accounts?
Spouse/Partner #2 Do you have retirement accounts?
Spouse/Partner #1 Do you have any personal property (Ex. vehicles, furniture, jewelry, etc.)
Spouse/Partner #2 Do you have any personal property (Ex. vehicles, furniture, jewelry, etc.)
Spouse/Partner #1 Do you have life insurance?
Spouse/Partner #2 Do you have life insurance?
Spouse/Partner #1 Do you have any ownership interest in any closely held business (corporation, partnership, limited liability company, sole proprietorship)?
Spouse/Partner #2 Do you have any ownership interest in any closely held business (corporation, partnership, limited liability company, sole proprietorship)?
Spouse/Partner #1 Are you aware that you will be receiving any inheritances? (For example, are you the beneficiary of any trust?
Spouse/Partner #2 Are you aware that you will be receiving any inheritances? (For example, are you the beneficiary of any trust?
Spouse/Partner #1 Does any person or entity owe you money?
Spouse/Partner #2 Does any person or entity owe you money?
Spouse/Partner #1 Miscellaneous Are there any assets not covered by the above)?
Spouse/Partner #2 Miscellaneous (Are there any assets not covered by the above)?
Spouse/Partner #1 Liabilities
Spouse/Partner #2 Liabilities

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