Questionnaire One · Basic Estate Planning

The Essentials, Done Right

Ten minutes here saves an hour in the conference room. Answer what you can; skip what you are unsure about — we will cover it together.

About You

Full name *

Spouse / partner name (if planning together)

Email *

Phone *

City & county in Florida

Marital status

Your Children

List each child: full legal name, date of birth, and current home address. Add as many as apply.

Child 1

Full legal name

Date of birth

Home address

What You Have Today

Do you currently have any estate planning documents?

When were they last updated?

Do you own your Florida home?

Do you own real estate outside Florida?

Your Goals

Check everything that applies.

Keep my family out of probate court Make sure someone I trust can act if I cannot (powers of attorney, health care) Name guardians and protect minor children Keep things simple and organized for my family Update an old plan for Florida law

Anything else we should know?

How soon do you want to complete your plan?

Your answers are sent securely and confidentially to attorney Evan W. Turk. Submitting this questionnaire does not create an attorney-client relationship; that relationship is formed only by a signed engagement agreement. Please do not include Social Security numbers or account numbers. Privacy policy.