• LinkedIn
  • Facebook
  • Yelp
  • Forms
    • New Client Registration
    • Estate Planning Questionnaire
    • Probate Questionnaire
    • Divorce Consultation
  • Locations
    • Scottsdale
    • Tucson
    • Paradise Valley
    • Phoenix
    • Show Low
  • Make a Payment
  • About
    • Client Reviews
  • Practice Areas
    • Estate Planning
      • Business Succession Planning
        Deeds for Real Property
        Formal Probate
        Health Care Powers of Attorney
        Informal Probate
        Irrevocable trusts
        Last Wills and Testaments
        Living Wills
        Living Trusts
        LLC Formation
        Operating Agreements
        Revocable  Trusts
        Statutory Durable Powers of Attorney
        Trust Administration
        Trust Litigation
    • Family Law
      • Adoption
        Alimony & Spousal Maintenance
        Change of Name
        Child Custody
        Child Support
        Civil Unions
        Community Property
        Divorce Attorneys
        Divorce Arbitration & Mediation
        Domestic Violence
        Legal Separation
        Marital Debts & Property
        Marriage Law
        Orders of Protection
        Palimony
        Parental Rights
        Postnuptial Agreements
        Prenuptial Agreements
        Restraining Orders
        Same Sex Marriage
    • Business Law
      • Business Attorneys
        Construction Law
        Contracts
        Corporate Counsel
        Corporations
        Employee Rights
        Employer Rights
        Homeowners Associations
        Intellectual Property
        Limited Liability Companies
        Non-Profit Organizations
        Partnerships
        Real Estate
        Trade Names
        Trademarks
    • Lawsuits & Litigation
      • Business & Commercial Disputes
        Car Accident Injury Cases
        Construction Disputes
        Contract Disputes
        Injunctions
        Motorcycle Accidents
        Probate Litigation
        Real Estate Disputes
        Trust and Estate Litigation
        Wrongful Death Cases
    • Personal Injury
      • Bicycle Collisions
        Car Accidents
        Dog Bites
        Motorcycle Accidents
        Pedestrian Injuries
        Premises Liability
        Slip and Fall Injuries
        Wrongful Death
  • Articles
    • Business & Employment
    • Wills, Trusts & Estates
    • Marriage, Divorce & Families
    • Lawsuits & Court Cases
    • Personal Injury
    • Audio Interviews
    • Cases & Outcomes
  • Legal Team
    • Lawyers
      • Donald A. Loose
      • Lindsay G. Mellen
      • Edward J. Walneck
      • Michael F. Ruppert
    • Of Counsel
      • Ernst Janensch
      • Dwain D. Pickens, CPA
      • Frank Scerbo
      • Phillip Tor
  • Get Started
  • Search
  • Menu Menu

Loose Law Group

Estate Planning Questionnaire

Before you Get Started…

Before you sit down to fill out this questionnaire, here are some things you need to think about. If you don’t have answers for all of the sections or have questions before you can make a decision, it is ok to leave the section blank. It will be discussed during your initial estate planning consultation.

Family Information 
The contact information for you, or you and your spouse, as well as the names and dates of birth for any children you and/or you spouse may have.

Successor Trustee/Personal Representative
Who do you want to be responsible for handling your estate after you, or you and your spouse, pass away? It is ok to have two people work together to handle this responsibility. Who will your back up to this person be?

Beneficiaries
Where or to whom will your money go to when you (and your spouse, if applicable) pass away?  Full names, relationship to you and/or any charities

Powers of Attorney
If you are living but unable to manage your own finances or communicate your healthcare wishes, who do you want to do this on your behalf? It is recommended to have a primary and a secondary person (agent) for these responsibilities. You can have different people handling the finances and the healthcare decisions. Please make sure to provide address and phone number for your healthcare agent.

Assets & Debts
A comprehensive list of your assets and debts (account numbers not necessary) so that during your consultation, the attorney is able to address any additional steps that may need to be taken to ensure a thorough estate plan (i.e., a property deed, the formation of an LLC , etc)

Gathering this information ahead of time will make things much easier, and avoid the chance you’ll need to stop and start over.

Proceed to the Estate Planning Questionnaire Now

Prefer to print and complete your forms the old fashioned way? No problem!

Here are links to download pdf versions:
Singles Estate Planning Questionnaire  | Couples Estate Planning Questionnaire

Scottsdale

4835 E. Cactus Rd., Ste 145
Scottsdale, AZ 85254
Phone: (602) 971-4800
Fax: (602) 953-3621
Map  |  Details

Tucson

1670 E. River Rd., Ste 250
Tucson, AZ 85718
Phone: (520) 615-3100
Fax: (520) 615-3110
Map  |  Details

Paradise Valley

11811 N. Tatum Blvd., Ste. 3031
Phoenix, AZ 85028
Phone: (480) 795-5300
Fax: (602) 953-3621
Map  |  Details

Phoenix

2550 W. Union Hills Dr., Ste. 350
Phoenix, AZ  85027
Phone:  (602) 883-8373
Fax: (602) 953-3621
Map  |  Details

Show Low

131 N. 6th Street
Show Low, AZ 85901
Phone:  (602) 971-4800
Fax: (602) 953-3621
Map  |  Details

The information contained on this website does not constitute legal advice and no attorney-client relationship is created. © 2022 Loose Law Group, P.C.
  • LinkedIn
  • Facebook
  • Yelp
  • Privacy Policy
  • Web Design Phoenix
Scroll to top