Estate Planning Questionnaire

Estate Planning Questionnaire

Detailed information about the nature and approximate current value of your assets can help you and your legal counsel determine the extent of potential liability for federal estate tax, as well as help you develop strategies for reducing or eliminating that liability. It is also important that you know how your assets are titled, whether in joint names, individual names or in another manner.
To assist clients in identifying and recording substantial information regarding their assets and liabilities, Robert H. Louis, a Partner and Co-Chair of the Personal Wealth, Estates and Trusts Practice Group, has prepared this printable estate planning questionnaire that will give you a good foundation to address estate planning issues.
To view the questionnaire, please click here.