Call Today at (215) 570-0047

Estate Planning Questionnaire

This is a block of text. Double-click this text to edit it.

ESTATE PLANNING QUESTIONNAIRE

This form is extremely important. Your accuracy and completeness in responding will help me represent you. Please bring this completed form to your appointment.

Your Information

$

Previous Marriage

Spouse Information

$

Your Address

Referral Information - Who referred you to this office?

Children Information

Children List

Grandchildren List

Dispositive Intentions

Executor

Who will server as your Executor?

Trustee

Who will serve as your Trustee?

Guardian

If you have a mionor or disabled child/children, whom do you want to act as Guardian?

Health Care Agent

Spouse Health Care Agent

Primary Care Physician

Spouse Primary Care Physician

Financial Power of Attorney

Spouse Financial Power of Attorney

Miscellaneous

Assets and Liabilities

$

Liabilities

Personal Residence
(Can be obtained from your tax bill)

$
The Law Office of Randy Hope Steen, LTD. Logo

Office Location

600 Eagleview Blvd.
Suite 300 (3rd Floor)
Exton, PA 19341
For Parking: Please pull around to the front of the building, which is located at the lower section of the parking lot by gazebo and Handicap parking spaces.
With nearly three decades of experience in our field, we put our clients and their families needs first.

Complimentary initial consultation and annual review are included.
© Law Offices of Randy Hope Steen, LTD. All Rights Reserved.