Single Parent Estate Planning Questionnaire
Personal Information
Full Name
Date of Birth
Address
Phone Number
Email
Children's Information
Child 1
Name
Date of Birth
Child 2
Name
Date of Birth
Guardian Information
Guardian Name
Relationship to Child(ren)
Assets
Real Estate
Bank Accounts
Investments
Other Assets
Debts & Obligations
Mortgage
Loans
Beneficiaries
Primary Beneficiary(ies)
Contingent Beneficiary(ies)
Specific Requests / Notes
Special Instructions or Requests