Estate Planning Questionnaire for Single Individual | Practical Law

Estate Planning Questionnaire for Single Individual | Practical Law

An estate planning questionnaire counsel can provide to an unmarried client with or without children to collect critical background information before an initial estate planning meeting. This Standard Document has integrated notes with important explanations and drafting tips.

Estate Planning Questionnaire for Single Individual

Practical Law Standard Document w-019-2423 (Approx. 29 pages)

Estate Planning Questionnaire for Single Individual

by Practical Law Trusts & Estates
MaintainedUSA (National/Federal)
An estate planning questionnaire counsel can provide to an unmarried client with or without children to collect critical background information before an initial estate planning meeting. This Standard Document has integrated notes with important explanations and drafting tips.