Sanders Law Group

152 3rd AVE S., Suite 101
Edmonds, WA. 98020
(425)640-8686

Estate Planning Questionnaire

Full Name:
Email:
Address:
City:
State:
Date of Birth:
Citizenship:
Home Phone:
Cellular:
Work:

Spouse Information

Full Name:
Address:
City:
State:
Date of Birth:
Citizenship:
Home Phone:
Cellular:
Work:

Current Estate Plan

Do you currently have a Will? If so, date of the Will:
Self:
Spouse:
Do you have a Living Trust? If so, date of the Trust:
Self:
Spouse:
Are you the Beneficiary of someone else’s Trust?
Self: NoYes
Spouse: NoYes
Do you have a Living Will?
Self: NoYes
Spouse: NoYes
Have you named a health care representative?
Self: NoYes
Spouse: NoYes
Have you given someone a Power of Attorney? If so, name of agent:
Self:
Spouse:
Is POA still in effect?
Self: NoYes
Spouse: NoYes

Note: If you have previously executed any of these documents, please bring them with you to your appointment.

Current Marriage

Date and Place of Marriage:
Do you or your spouse have a prenuptial agreement and/or a formal property agreement?: NoYes
Have you lived in any states, other than Washington, during your marriage?: NoYes
If yes, please list the state(s)
State:
Date:
State:
Date:

Children from Current Marriage

Full Name:
D.O.B:
Full Name:
D.O.B:
Full Name:
D.O.B:
Full Name:
D.O.B:

Children from Former Marriage

Full Name:
D.O.B:
Full Name:
D.O.B:
Full Name:
D.O.B:
Full Name:
D.O.B:
Do you have any children who have passed away? : NoYes
If so, did any deceased child leave a child who is still alive?: NoYes

We will discuss the sections regarding Personal Representatives, Guardians, and Trustees in our meeting with you. Please list your tentative choices below.

Personal Representative

(Carries out the terms of your will)

Name:
Name:
Name:

Trustee

(Administers any Trust established in your will)

Name:
Name:
Name:

Guardian/Conservator

(Cares for children under the age of 18, if both parents are deceased)

Name:
Name:
Name:

Attorney-In-Fact

(Handles your financial affairs, immediately or upon incapacity, as designated in the document)

Name:
Name:
Name:

Health Care Representative

(Makes health care decisions on your behalf if you are unable to do so)

Name:
Name:
Name:

Family Questions

Do you or your spouse have any health or disability concerns?
Does your child(ren) have any special education, medical or physical needs?
Do you provide primary or other financial support to any other adult children?
Is there any person other than your child(ren) who depend on you, wholly or partially, for current or future support?
Are you or your spouse making child support payments?
Are you or your spouse making payments pursuant to a divorce or property settlement?
If you or your spouse have been widowed, was a Federal Estate Tax or State Death Tax Return filed for the deceased spouse?
Have you or your spouse ever filed Federal or State Gift Tax returns?
Do either you or your spouse want specific Funeral Arrangements?
Are you or your spouse receiving Social Security, Disability, or other Governmental Benefits?
Are you or your spouse the beneficiary of a trust? If yes, please provide information about the Trust including the name of the Trust and any written documents you have and the name of the Trustee and Attorney for the trust, if you know.
Do you wish to disinherit someone other than your spouse, or disallow somebody from being your Attorney-in-Fact? If yes, please list their name(s).
Are you interested in hearing about a Pet Trust? NoYes

Property Information(Assets)

The following information about your property or properties, including the value and form of ownership will allow us to properly advise you regarding the estate planning options and tax planning strategies appropriate for you. Please fill in the information below in the categories that apply to you, as much as you can.

(NOTE: Indicating joint ownership presumes that the property passes to the joint owner by right of survivorship; please specify if your property is jointly owned but does not pass to the joint owner at death.)

Real Estate (equity only)
Owner:
Value:
Life Insurance - cash surrender value only; do not include term life insurance here
Owner:
Value:
IRA, 401(k), etc.
Owner:
Value:
Vehicles
Owner:
Value:
Business Interests
Owner:
Value:
Stocks & Bonds
Owner:
Value:
Pension Benefits that continue after your death
Owner:
Value:
Money owed to you (outstanding Notes payable to you)
Owner:
Value:
Other money & property
Owner:
Value:

ESTATE PLAN

Specific Bequest

Do you wish to make any specific bequest in your Will? If yes, please fill in the information below; if no, please skip the rest of this section.

Car
Year, Make, Model:
Beneficiary:
Cash
Ammount:
Beneficiary:

Other (for example – “wedding ring” or “all of my art work”)

Item:
Beneficiary:
Item:
Beneficiary:
Item:
Beneficiary:
Item:
Beneficiary:

Distribution of the Remainder of Your Estate

Who would you like to inherit the remainder of your estate when you die?

If the person(s) that you named above has predeceased you or the charity you chose is no
longer in existence, who would you like to inherit the remainder of your estate when you pass
away?