Single Estate Planning Questionnaire

Name *

Full legal name.

First Name

Last Name

Preferred Phone Number *

(###)

###

####

Address *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Are you a U.S. Citizen?

Yes - Spouse

No - Spouse

Yes - Self

No - Self

Are you a Veteran?

Yes - Spouse

No - Spouse

Yes - Self

No - Self

Spouse's Name

Full legal name.

First Name

Last Name

Spouse's Phone Number

(###)

###

####

Date of Marriage

MM

DD

YYYY

Do you have a Pre or Post Nuptial Agreement?

Yes

No