Questionnaire for an Individual

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Full Legal Name(required)

Email(required)

Phone

Is Client a U.S. Citizen? *

Yes No

Date of Birth (YYYY-MM-DD)

What is Your Address?

Children’s information: for all children, please include full legal name, gender, date of birth, who are parents of this child.

Successor Trustees: Who do you want to select as successor trustees? If neither of you are able to manage the trust, these people will manage your estate according to the instructions outlined in the trust. Please include a full legal name, gender, address, and phone number for EACH of your choices in order from first to third.

Do any members of your family have special physical or mental challenges?

Yes No

Who do you want in control of financial decisions? Please include a full legal name, gender, address, and phone number for EACH of your choices in order from first to third.

Proposed Guardian of any minor children: Please include full legal name, gender, address, and phone number for EACH of your three choices in order.

Who do you want to name as your patient advocate? This is someone you would want in control of medical decisions. Please include full legal name, gender, address, and phone number for EACH of your three choices in order.

Do you want to provide that your patient advocate have authority to end life support if there is no hope of recovery?

Yes No

Do you want to provide that your organs and tissues should be made available for transplant and/or research purposes?

Neither Transplant Only Research Only Both

Do you prefer your remains be buried or cremated?

Cremated Buried

Please list the full legal name, gender, address, and phone number (if available) of those who are to be the primary beneficiaries of your estate. (i.e. spouse first, children second, etc. and ages you would like minors to receive any distribution and the amount of that distribution by percentage). For example, all children receive 10% at age 21, 50% at age 30, and 40% at age 35.

Please provide full legal name, gender, address, and phone number of those to whom you would leave your estate (final takers) and the percentages for each in case all of your primary beneficiaries predecease you or perish with you.

If you wish to make any charitable or other special gifts, please indicate the charity and the amount you wish to donate.

What is your net worth?

Do you own a life insurance policy?

Yes No

Do you have long-term care insurance?

Yes No

Do you have a safety deposit box? If so, where is each safety deposit box located?

Do you own real estate? If so, please provide addresses for each property owned.

Do you own a business? If so, please indicate the name of the business, address of the business, and ownership percentage of each party.

Present documents: please list wills (and dates), Trusts created by the client/spouse (and dates, Trusts created for the client/spouse (and dates), and gift tax returns (and dates).

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Yaldo Estate Planning, PLLC

At Yaldo Estate Planning, PLLC, we’re here to help you navigate the complexities of estate planning, making the process simple and secure. Whether you’re protecting your assets, planning for your family’s future, or ensuring a smooth business transition, we offer expert guidance every step of the way

Contact Us Today

Contact

Yaldo Estate Planning, PLLC

5960 Livernois Rd, Troy, MI 48098

Email: mallory@yaldoestateplanning.com

Phone: (248) 246-1888

Business Hours:

Monday – Friday: 9 AM – 7 PM

Saturday: 9 AM – 7 PM

Estate Planning Services Troy, Michigan

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