CONFIDENTIAL

ESTATE PLANNING QUESTIONNAIRE

Thank you for using our convenient on-line option to prepare your estate plan. To assist in the preparation of your documents, we request that you review and complete this preliminary questionnaire.

It is not necessary for you to fill in every blank.  The purpose of this form is to help start the preparation of your documents, and to prompt your consideration of certain issues related to your estate plan.  We can obtain additional information from you as necessary. Please be assured that all information provided will be kept strictly confidential as part of the attorney-client privilege.

PERSONAL INFORMATON

Estate Form
RESIDENCY : Do you and your spouse consider yourselves residents of North Carolina?

FAMILY INFORMATION

Living Children:

Guardian for Minor Children: If both you and your spouse were deceased, whom would you name as a guardian for your minor children?
CATASTROPHIC OPTION:

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CHARITABLE BENEFICIARIES:
PERSONAL REPRESENTATIVE: Please name the person you wish to serve as Personal Representative (also called Executor) of your estate. Most people name their spouses or you can also choose a friend, family member, attorney, adviser, or financial institution. Please also name a successor (or back up) option.
Your Estate:
Spouse Estate (if applicable):
TRUSTEE OF FAMILY TRUST: If both you and your spouse were deceased, please name the person/entity you would want to manage your family’s finances for the benefit of your minor children, if applicable:

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FUNERAL PREFERENCE:

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POWER OF ATTORNEY OVER PROPERTY: If you became incapacitated before your death, who would you want to manage your property and other valuables? (Spouse, family member, adviser, etc.)
Your Property:
Spouse Property (if applicable):

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HEALTH CARE POWER OF ATTORNEY: If you became incapacitated before your death, who would you want to make decisions about your health care or treatment, including the decision to withhold such services? (Spouse, family member, doctor, etc.)
You:
Spouse (if applicable):

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LIVING WILL/DESIRE FOR A NATURAL DEATH: Would you want your life sustained through extraordinary means?

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THE NEXT STEP

Once we receive your preliminary information, we will contact you to schedule an attorney conference to review additional details and discuss your estate plan. This conference is usually conducted in our offices, but can be done over the telephone for your convenience. Please let us know your preference.