Blended Family Estate Planning Questionnaire
Personal Information
Full Legal Name
Date of Birth
Spouse/Partner Full Legal Name
Spouse/Partner Date of Birth
Children Information
List All Biological and Step-Children (Include Names, Dates of Birth, and Relationship)
Previous Marriages/Relationships
Details of Any Previous Marriages or Partnerships (Include Former Spouse Names, Dates, Children from Each Relationship)
Assets
Real Estate (Address, Ownership, Estimated Value)
Financial Accounts (Bank, Brokerage, Retirement Accounts)
Other Substantial Assets
Liabilities
Mortgages, Loans, and Other Debts
Distribution Wishes
How Would You Like Your Estate to Be Divided Among Family Members?
Guardianship
If Applicable, Who Would You Name as Guardian(s) for Minor Children?
Executors & Trustees
Preferred Executor(s) and/or Trustee(s) for Your Estate
Other Important Information or Concerns