Capture assets, dependants, guardianship wishes and executor choices so an estate lawyer can shape a will and planning conversation around your goals.
Quick answer
Captures assets, dependants, guardianship wishes and executor choices so an estate lawyer can shape a will and planning conversation around the client's goals.
Disclaimer: this page is for process reference only and is not legal advice. Wills and estate rules (formalities, forced heirship, tax) vary widely; have documents executed with a qualified attorney.
Methodology: sections mirror the standard agenda of an estate-planning first meeting.
A good estate plan starts with a clear picture — what you own, who depends on you and what you want to happen. This questionnaire gathers assets, family and dependants, guardianship and executor preferences and any special bequests, giving the estate lawyer the full map before the first drafting talk, so the meeting resolves decisions instead of collecting basics.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
Property, accounts, businesses and policies.
Who relies on you and how.
Your preferred nominees.
Bequests, shares and conditions.
From copy to deliverable in four steps.
Copy it before the planning meeting.
List assets, people and wishes.
Structure, formalities and tax points.
The will reflects decisions, not guesses.
Pick your role — see how it fits your workflow.
Name guardians with intent.
Plan succession before pressure.
Make wishes explicit and fair-seeming.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
