Estate Planning Questionaire
LAW OFFICE OF KAREN HAMILTON
19 E. Kossuth Street, Columbus, Ohio 43206

ESTATE PLANNING QUESTIONNAIRE

This document is not intended to be comprehensive or to replace a consultation with an attorney, but only to help you collect, organize, and memorialize some basic information about you, your family, your assets, and your estate planning goals. While completing this questionnaire is not a prerequisite to an estate planning consultation, we strongly urge you to complete as much of it as you can, and return it to us prior to your meeting.

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Social Security Number: (to be provided at consultation)

Social Security Number: (to be provided at consultation)

Children: (List all children of both grantors; note if deceased)

C = current relationship

S1 = Spouse's child

S2 = Spouse 2's child

1.

2.

3.

4.

5.

6.

Guardian(s) (if needed for minor chirldren)

1.

2.

3.

SUCCESSOR TRUSTEE/EXECUTOR UPON DEATH OR INCAPACITY

1.

2.

3.

BENEFICIARIES UPON DEATH OF ALL GRANTORS:

1.

2.

3.

4.

5.

6.

BENEFICIARIES INFORMATION

ALLOCATION AND DISTRIBUTION


The standard provision states that the Successor Trustee is to distribute the shares of the estate allocation to the named beneficiaries outright, as soon as is reasonable and practicable, after the death of the Surviving Grantor.

SPECIAL INSTRUCTIONS

AGENTS FOR ALL DOCUMENTS TO ACT ON YOUR BEHALF:

Spouse 1:

1.

2.

3.

Spouse 2:

1.

2.

3.

EXCEPTIONS TO THE ABOVE DESIGNATIONS:

Spouse 1:

4.

5.

6.

Spouse 2:

4.

5.

6.

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