Estate Planning Questionnaire
for High-Net-Worth Individuals
Personal Information
Full Name
Date of Birth
Address
Phone Number
Email Address
Citizenship(s)
Marital Status
Single
Married
Divorced
Widowed
Other
Family Information
Spouse/Partner Name
Children (Names & DOB)
Other Dependents
Assets
Real Estate Holdings
Bank Accounts (Location, Type)
Investment Portfolios
Business Interests
Valuable Personal Property
Other Assets
Liabilities
Mortgages
Loans & Other Debts
Trusts & Estate Plans
Do you have existing trusts?
Yes
No
Details of current trust/estate plans
Gifting & Charitable Intentions
Gifting Plans
Charitable Organizations
Advisors
Attorney
Accountant
Financial Advisor
Other Professional Advisors
Additional Notes & Objectives