Basic Estate Planning

This questionnaire is for families who want the essentials done right: a plan that avoids probate, provides for your loved ones, and prepares for incapacity. It takes about ten minutes. Answer what you can; approximate figures are fine, and every question may be left blank if you prefer to discuss it by phone or Zoom instead.

Please do not include Social Security numbers, account numbers, or passwords anywhere in this form. Submitting this questionnaire does not create an attorney-client relationship; it simply helps us prepare for your consultation.

About You

Full legal name *

Date of birth

Email *

Phone *

Florida county of residence

U.S. citizen?

Marital status

Single Married Widowed Divorced

Spouse's full name (if married)

Your Family

List each child, including adult children and stepchildren you intend to include. We need each child's date of birth and home address for your planning documents.

Child 1

Full name

Date of birth

Home address

Child 2

Full name

Date of birth

Home address

Other intended beneficiaries, exclusions, or family notes

Any minor children?

Any beneficiary with special needs or receiving government benefits?

Documents You Have Now

Check all that currently exist

Last will and testament Revocable living trust Durable power of attorney Health care surrogate Living will None of these

Approximate year your documents were last signed or updated

Your Assets

Approximate values are fine. This tells us what would pass through probate today and what a plan needs to cover.

Check all that apply

Florida home (homestead) Other real estate Bank accounts / CDs Brokerage / investments IRA / 401(k) / retirement Life insurance Business interest Other (describe below)

Approximate total estate value

Do your accounts and deeds name beneficiaries or joint owners?

Anything we should know about your assets

Your Goals

Check all that matter to you

Avoid probate Plan for illness or incapacity Provide for my spouse Provide for children / grandchildren Prevent family conflict Charitable giving

Who would you trust to serve as your personal representative, trustee, or agent?

Names and relationships, if you have people in mind. It is fine to leave this blank.

Anything else you would like us to know

Preferred way to reach you

How did you hear about us?

Your answers go directly and only to Turk Law Group, PLLC. Submitting this form does not create an attorney-client relationship; that relationship is formed only by a signed engagement agreement. See our privacy policy.