Client Questionnaire

Client Questionnaire

Congratulations, you're on your way to having your estate plan completed!

If possible, try to complete this questionnaire before your Design Meeting with the attorney so that they can review your responses and prepare any necessary follow-up questions.

During the meeting, the attorney will also be happy to discuss your estate plan more thoroughly and answer any questions you may have.

Additionally, here is a link to a series of short videos from our firm, which walk you through the relevant documents that may be a part of your estate plan: Estate Planning Mini-Course.

Reviewing these short videos prior to your Design Meeting will help you prepare for the conversation.

Client Information

Full legal name *

Full legal name of your spouse (if applicable)

Full legal name(s) of your child(ren) (if applicable)

Email *

Please use the same email address with which you've been communicating with Northwest Estate Plans previously.

Spouse Email*

Please enter email of your spouse (if applicable)

Trust and Trustee Information

You (or if married, you and your spouse) will be the trustee(s) of the Revocable Living Trust.

Who do you want to serve as the Successor Trustee of the Trust should you (or if married, once both of you pass away) be unable to serve as trustee?

Please provide 1 or 2 alternates

Successor Trustee
Alternate
Alternate

Distribution of Assets

How would you like your assets distributed after you/both of you have passed? (e.g., to your child(ren) in equal shares)

If your child(ren) are to inherit from you, would you like their respective portions to be given to them outright, or would you prefer they receive their inheritance in stages (e.g., 1/3 at 21, 1/3 at 25, and 1/3 at 30)? This can be discussed more fully on your call.

Guardianship of Minor Children (if applicable)

If you have minor child(ren), who would you want to serve as their guardian?

Please provide 1 or 2 alternates

Guardian 1
Alternate
Alternate

Financial Decision-Making

Who would you want making financial decisions on your behalf if you were ever incapacitated, but still living?

Please provide at least one alternate to make financial decisions on your behalf:

Main Agent
Alternate
Alternate

Healthcare Decision-Making

Who would you want making healthcare decisions on your behalf if you were ever incapacitated, but still living?

Please provide at least one alternate to make healthcare decisions on your behalf:

Main Agent
Alternate
Alternate

Property Information

Please provide the address of the property(ies) to be transferred into the Trust:

Example: 1234 Main St., Seattle, Washington, 98039

Are there any loans/mortgages recorded against your property(ies)?

Yes

I'm not sure

If yes, please specify which property(ies) and we’ll discuss the process of getting their sign-off during your meeting.

Estate Value Confirmation

Are your estate assets (e.g., value of real property(ies), cash, personal property, vehicles, bank, investment, and retirement accounts, life insurance, and any expected inheritance) less liabilities (e.g., home loans and any other outstanding loans or amounts owed) less than or exceed $2.193 million dollars?

My estate assets...

are less than $2.193 million dollars

are more than $2.193 million dollars

I'm not sure