Estate Planning Questionnaire Template
Collects family, asset, will, guardian, executor, and healthcare details from people preparing an estate plan with a lawyer or advisor.
When to use it
- Before an initial estate planning meeting
- When reviewing or updating an existing will
- After a marriage, divorce, birth, or other family change
- When discussing guardians, executors, or healthcare wishes
What it asks
- Your name
- Your email address
- Your phone number
- What is your marital status?
- Do you have children?
- Tell us about your children
- What assets would you like us to know about?
- Do you currently have a will?
- Who would you like to appoint as guardian for your children?
- Who would you like to appoint as executor?
- What are your healthcare wishes?
Why it should be encrypted
Family details, asset information, and healthcare wishes are private. Only the respondent and the intended estate planning professional should be able to read the answers—not SealForm or people without permission.
Tips
- Tell respondents who will review their answers and how to contact that person.
- Ask for only the asset details needed for the first discussion; avoid requesting account passwords or numbers.
- Customize the questions to match your process, and invite respondents to discuss final choices with a qualified professional.