Estate Planning Questionnaire for Married Couple | Practical Law

Estate Planning Questionnaire for Married Couple | Practical Law

An estate planning questionnaire counsel can provide to married prospective clients 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 Married Couple

Practical Law Standard Document w-019-2414 (Approx. 33 pages)

Estate Planning Questionnaire for Married Couple

by Practical Law Trusts & Estates
MaintainedUSA (National/Federal)
An estate planning questionnaire counsel can provide to married prospective clients 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.