Estate Planning Client Questionnaire
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Create an estate planning client questionnaire for initial consultation.

Client details:
- Marital status: [single/married/divorced/widowed]
- Children: [number and ages]
- Stepchildren: [yes/no]
- Grandchildren: [yes/no]
- Special needs dependents: [yes/no]

ESTATE PLANNING QUESTIONNAIRE

SECTION 1 — PERSONAL INFORMATION
- Full legal name: []
- Date of birth: []
- Spouse/partner name: []
- Spouse date of birth: []
- Citizenship: [US/other]
- State of domicile: []

SECTION 2 — FAMILY INFORMATION
- Children's names and ages: [list]
- Are all children from current relationship: [yes/no]
- Any children with special needs: [yes/no]
- Any minors: [yes/no]
- Anticipated future children: [yes/no]
- Parents living: [yes/no]

SECTION 3 — ASSETS
- Real estate: [address and estimated value]
- Bank accounts: [approximate total]
- Investment accounts: [approximate total]
- Retirement accounts: [types and approximate total]
- Life insurance: [face amount and beneficiaries]
- Business interests: [describe]
- Personal property of value: [describe]
- Anticipated inheritance: [yes/no]

SECTION 4 — YOUR WISHES
- Primary beneficiary: [who inherits]
- Contingent beneficiary: [if primary predeceases]
- Personal representative/executor: [name and relationship]
- Trustee: [name and relationship]
- Guardian for minor children: [name and relationship]
- Healthcare agent: [name and relationship]
- Financial agent: [name and relationship]

SECTION 5 — HEALTHCARE WISHES
- Life-sustaining treatment: [wishes]
- Artificial nutrition: [wishes]
- Pain management preferences: []
- Organ donation: [yes/no]

SECTION 6 — CONCERNS
- Concerns about leaving assets to children: [describe]
- Blended family concerns: [describe]
- Creditor protection needs: [yes/no]
- Charitable giving goals: [describe]
- Business succession: [yes/no]

Note: Estate planning documents must be prepared by licensed estate planning attorney in client's state

Source: https://promptzyo.com/prompt/estate-planning-client-questionnaire