Small Business Owner Estate Planning Questionnaire
1. Personal Information
Full Name
Date of Birth
Address
Phone Number
Email
2. Family Information
Spouse/Partner Name
Children (names and ages)
Other Dependents
3. Business Information
Business Name
Business Type (LLC, Corporation, Sole Proprietorship, etc.)
Ownership Structure (list owners and percentages)
Business Address
Business Value (estimate)
Key Employees
4. Estate Planning Goals
Primary goals for your estate (e.g. provide for family, minimize taxes, succession, etc.)
Preferred Successor(s) to the Business
Special Instructions or Concerns
5. Professional Advisors
Attorney
Accountant
Financial Advisor