Description

Downloadable Estate Planning Questionnaire

It takes only minutes to complete a simple survey with this estate planning questionnaire that simplifies and eases the process of creating a trust, will, or estate plan. This is provided in the form of a downloadable file that you can either print out and fill out by hand, or do the same electronically. Regardless of singular or group filing, each individual involved should complete a questionnaire. Don’t take the chance of potentially using an invalid document, buy a certified and reviewed document you can count on.

What is a Living Trust Questionnaire? 

A Living Trust Questionnaire is a thoroughly comprehensive survey that assesses your basic information pertaining to and involving your living trust. This includes an analysis of your assets and investments, relatives/recipients involved, and how you would like to go about the process. As mentioned earlier, this will be a downloadable file that can be filled out electronically or by hand. 

How do I Complete This Simple Will Questionnaire?

The ease with which one can complete such a questionnaire is due to the already existing and readily available template. This will help make the process faster and easier while you can also be assured that you have a document you can trust. Filling out this Simple Will Questionnaire is rather simple and quick, saving you valuable time and energy.

Do These Questionnaires need to be legally binding? 

Your questionnaire must be legally binding if you wish to ensure it is followed. Our documents have been drafted by legal experts in business law. We strongly advise you to obtain one of our available templates, a legally certified document written by a real attorney that contains actual case law and citations. This will provide you with the legal security you need to conduct your business.

What should be included in Estate Planning Questionnaires?

Estate Planning Questionnaires are thorough but concise. These questionnaires will encompass a plethora of information, all of which pertains to and helps us with planning your estate. Areas such as personal and family information, finances, and assets, desired guardians, trustees, and executors, and personal estate planning objectives (templates will be offered) are all topics of interest in the estate planning questionnaires.