Estate Plan Client Questionnaire
If you now support your parents or other relatives, or wish to make provisions for them in your estate plan, please provide the following:
Provide the following information as to those professionals (if applicable) who advise you.
Investment Counselor/Financial Planner:
If you have minor children, provide the following information as to your first and second choice as guardian:
Please provide the following information as to your choice of a personal representative and first alternate personal representative in your Will.
Please provide the following information of a successor trustee in your Living Trust if a Trust is recommended.
Please provide the following information of the person you would designate to act as your agent in the event you cannot act for yourself in a Durable Power of Attorney document.