Husband And Wife Estate Planning Questionnaire

(This is not an exhaustive set of questions - we will discuss these matters in more detail.)

  • NAMECURRENTLY LIVING? Y/NSPECIAL NEEDS? Y/N 
  • NAMECURRENTLY LIVING? Y/NSPECIAL NEEDS? Y/N 
  • NAMECURRENTLY LIVING? Y/NSPECIAL NEEDS? Y/N 


  • WHO DO YOU WANT TO HANDLE YOUR FINANCES IF YOU BECOME MENTALLY INCOMPETENT, OR UPON YOUR DEATH? YOUR DECISION MAKERS SHOULD BE MATURE ENOUGH TO COMPETENTLY HANDLE YOUR AFFAIRS. THE DECISION MAKER MUST BE AT LEAST 18 YEARS OF AGE, AND MOST CLIENTS SELECT SOMEONE AGE 25 OR OLDER. YOU CAN HAVE CO-AGENTS TO HANDLE YOUR FINANCES. IF YOU WANT CO-AGENTS, PUT AN “X” IN THE INDICATED AREA. YOU SHOULD HAVE AT LEAST ONE AGENT TO HANDLE YOUR FINANCES, WITH PREFERABLY AT LEAST ONE BACKUP PERSON. (You do not have to have 5 agents.)
  • HUSBAND’S FINANCIAL DECISION MAKERS:CO-AGENT? 
  • WIFE’S FINANCIAL DECISION MAKERS:CO-AGENT? 


  • WHO DO YOU WANT TO MAKE HEALTH CARE DECISIONS FOR YOU IF YOU BECOME MENTALLY INCOMPETENT, AND CANNOT MAKE HEALTH CARE DECISIONS FOR YOURSELF? YOU NEED HEALTH CARE DOCUMENTS IN AN EFFORT TO AVOID GUARDIANSHIP. YOU CANNOT HAVE CO-AGENTS FOR HEATH CARE. YOU SHOULD HAVE AT LEAST ONE AGENT TO HANDLE YOUR HEALTH CARE, WITH PREFERABLY AT LEAST ONE BACKUP PERSON. (You do not have to have 5 agents.)


  • YOU SHOULD USE PERCENTAGES IN THIS SECTION, BECAUSE YOU DO NOT KNOW THE SIZE OF YOUR ESTATE WHEN YOU DIE, AND BY USING PERCENTAGES, YOU WILL BE ASSURED OF GIVING AWAY 100% OF YOUR ESTATE.
  • BENEFICIARIES OF THE HUSBAND:% 
  • BENEFICIARIES OF THE WIFE:% 


  • IF YOU HAVE MINOR CHILDREN, YOU WILL NEED TO DESIGNATE A PERSON(S) TO BE THE LEGAL GUARDIAN OF YOUR CHILDREN IF BOTH OF YOU ARE DECEASED. IF YOU ARE THE GUARDIAN OF AN ADULT SPECIAL NEEDS CHILD, YOU CAN ALSO DESIGNATE WHOM YOU WOULD LIKE TO BE THE NEXT GUARDIAN OF THAT CHILD. YOU CAN DESIGNATE AN INDIVIDUAL - EITHER SINGLE OR MARRIED, OR A MARRIED COUPLE. (PUT A MARRIED COUPLE ON ONE LINE)
  • DO YOU DESIRE TO LEAVE SPECIFIC ASSETS TO SOMEONE? FOR INSTANCE, A CERTAIN REAL ESTATE TRACT, MOTOR VEHICLES, OR CASH. SMALL ITEMS AROUND THE HOME CAN BE GIVEN AWAY VIA A HAND WRITTEN MEMORANDUM.
  • THIS IS NECESSARY TO DETERMINE IF THERE IS A NEED IN YOUR ESTATE PLAN TO HAVE THE DOCUMENTS DRAFTED TO SAVE ON ESTATE TAXES. YOUR ESTATE CONSISTS OF LIFE INSURANCE, RETIREMENT PLANS SUCH AS SEPS, 401Ks, IRAs, REAL ESTATE, CASH, CERTIFICATES OF DEPOSIT, MONEY MARKET FUNDS, BONDS, STOCKS, MUTUAL FUNDS, MINERAL INTERESTS, MOTOR VEHICLES AND PATENTS.