Turk Law Group, PLLC · West Palm Beach · Statewide by Zoom (561) 556-5002

Client Questionnaire

Comprehensive Estate Planning & Asset Protection

This questionnaire is for families planning beyond the basics: multigenerational (dynasty) trusts, asset protection, business succession, and tax-aware wealth transfer. It takes about fifteen minutes. Ranges and approximations are welcome, and any question may be left blank and discussed in person 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 *

Occupation / profession

State(s) of residence

Marital status

Single Married Widowed Divorced

Spouse's full name (if married)

Prenuptial or postnuptial agreement?

Family & Legacy

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

Grandchildren, other beneficiaries, prior marriages, and anyone to include or exclude

How many generations do you want your plan to provide for?

Any beneficiary with special needs or receiving government benefits?

Concerns about any beneficiary

For example: a shaky marriage, creditor issues, spending habits, addiction, or a beneficiary you want protected from their own circumstances.

Estate Snapshot

Approximate figures are fine. This determines which structures fit and whether estate tax planning belongs in your design.

Approximate total estate value (all assets, all sources)

Notes on your major assets

For example: two rental properties in Palm Beach County, a medical practice, a $2M life policy.

Businesses, Entities & Existing Trusts

Check all that currently exist

LLC(s) Corporation (S or C) Partnership / LP Professional association (PA/PLLC) Revocable trust Irrevocable trust Out-of-state or offshore structure None of these

Briefly describe your entities, trusts, and who owns what

If you own a business: what should happen to it when you retire, become incapacitated, or pass away?

Risk & Exposure

Asset protection is designed around your real exposure. Answer generally; details belong in a privileged conversation, not a web form.

Which of these describe you? (check all that apply)

Physician / healthcare professional Business owner Landlord / real estate investor Other professional with liability exposure Director, officer, or fiduciary role None of these

Any pending or threatened lawsuit or creditor claim?

Do you carry umbrella liability insurance?

Do you own any rental or investment property in your personal name (outside an LLC)?

Prior Planning & Gifting

Gifts to family above the annual exclusion in the past five years?

Have you ever filed a gift tax return (Form 709)?

Prior planning history

When were your current documents done, by whom, and what prompted you to revisit them now?

Your Goals

Check all that matter to you

Multigenerational (dynasty) trust Protect assets from lawsuits / creditors Protect beneficiaries from divorce / creditors Estate and gift tax planning Business succession Avoid probate Charitable / philanthropic planning Privacy

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.