Real Estate Investor Estate Planning Questionnaire
Personal Information
Full Name
Date of Birth
SSN
Address
Email
Phone Number
Marital & Family Information
Marital Status
Single
Married
Widowed
Divorced
Spouse Name
Children (Names & Ages)
Real Estate Holdings
Number of Properties Owned
Properties Details (Address, value, ownership structure, etc.)
How are your properties held?
Individually
Joint with spouse/partner
LLC/Corporation
In a Trust
Other
Business Interests
Business Entities (names, type, ownership %)
Estate Planning
Do you already have any estate planning documents?
Will
Trust
Both
None
Preferred Executor/Trustee
Primary Beneficiaries (names & relationship)
Guardians for minor children
Special Instructions / Requests
Additional Notes
Other Information