When representing a client in estate planning, an attorney must know what assets are owned by the client in order to determine whether tax planning is required and, if so, to identify effective planning strategies. Also, the client’s intentions with respect to disposition of assets and the selection of executors, trustees and other personal representatives must be ascertained. The attached estate planning questionnaires, one for married clients and one for single, widowed and divorced clients, elicit all necessary information. Clients should bring the completed form to the initial client interview. The questionnaires are annexed below.
For married clients – Confidential Client Questionnaire for Estate Planning (Married)
For single, widowed and divorced clients – Confidential Client Questionnaire for Estate Planning (Single, Widowed and Divorced)