Estate Planning Questionnaire

Thank you for choosing the Law Office of Steve Lopez

We're excited to begin your Estate Planning journey. In order to meet your unique needs as accurately and specifically as possible, we ask that you complete this questionnaire before our meeting. This will help us better understand your personal and financial situation, so we can determine the most appropriate Estate Planning recommendations and approach for your specific situation.

Please submit your completed questionnaire at least one business day prior to your Initial Legacy Consultation, so our attorneys can review your information and be prepared to discuss your situation in detail. We're happy to accept your responses either via website link, email, or regular mail.

Copies of documents to bring with you

This completed Questionnaire.
Any existing Wills, Trusts, Powers of Attorney or other related documents.
Any Premarital or Post-Marital Agreements, Community Property Agreements, or Property Settlement Agreement from a previous marriage.
Any “Buy-Sell” Agreements (shareholders agreements, partnership agreements, operating agreements, etc.).
All filed gift tax returns (Form 709's)

CONFIDENTIAL QUESTIONNAIRE In order to meet your unique needs as accurately and specifically as possible, we ask that you complete this questionnaire before our meeting. This will help us better understand your personal and financial situation, so we can determine the most appropriate Estate Planning recommendations and approach for your specific situation.

Full Name * This field is required.
Married * YES NO This field is required.
Spouses Full Name
Have you signed a marital agreement? YES NO
Phone * Valid phone number required.
Email * Valid email address required.
Are You a US Citizen? * YES NO This field is required.
Is your Spouse a US Citizen? YES NO
Your Social Security Number (Optional)
Spouse's Social Security Number (Optional)
Your Date of Birth * This field is required.
Spouse's Date of Birth
Physical Address * This field is required.
Mailing Address * This field is required.
Do you claim a homestead exemption? YES NO I'm not sure
Have either of you been diagnosed with dementia, Alzheimer’s disease or other mental illness? YES NO
If answer to previous questions is yes, who?
Are either of you a business owner? YES NO
If answer to previous questions is yes, who?
Approximate Value of Your Estate
Approximate Debt of Your Estate (includes Credit Card, loans, and mortgae)
Do either of you stand to inherit assets? (check all applicable boxes) Yes, I Do No, I Do Not Yes, My Spouse Does No, My Spouse Does Not
Are either of you receiving Supplemental Security Income (SSI), disability or other governmental benefits? (check all applicable boxes) Yes, I Do No, I Do Not Yes, My Spouse Does No, My Spouse Does Not
Are either of you making payments to a divorce or property settlement order? (check all applicable boxes) Yes, I Do No, I Do Not Yes, My Spouse Does No, My Spouse Does Not
Have either of you ever been widowed? If a federal or state death/estate tax return was filed, please provide a copy. Yes, I Have No, I Have Not Yes, My Spouse Has No, My Spouse Has Not
Have either of you ever filed federal or state gift tax returns? Please provide copies. Yes, I Have No, I Have Not Yes, My Spouse Has No, My Spouse Has Not
Have either of you completed a previous will, trust or estate plan? Please provide copies Yes, I Have No, I Have Not Yes, My Spouse Has No, My Spouse Has Not
Are there any charities you would like to include in your legacy planning? Please describe.
Are either of you named as a beneficiary in anyone else's estate planning documents? Please describe.
CHILDREN — FULL NAMES (Include; Age, Name, Address, Sex, and Phone Number)
GRAND CHILDREN — FULL NAMES (Include; Age, Name, Address, Sex, and Phone Number)
Do you have any children who are deceased? YES NO
If yes, please provide full name and age
Do any children, grandchildren or other beneficiaries receive governmental support or benefits? Please describe.
What Level of Concern is: Minimizing or eliminating estate taxes upon your death (up to 40% of your assets and life insurance)
What Level of Concern is: Ensure the inheritance for a special needs beneficiary does not prevent them from qualifying for government assistance
What Level of Concern is: Ensure your assets pass to your descendants and cannot be taken by outsiders (former spouses, creditors, government)
What Level of Concern is: Reducing estate administration costs through probate avoidance
What Level of Concern is: Ensure your family has enough life insurance to provide a comfortable lifestyle
What Level of Concern is: Minimize or eliminate income taxes on assets sold after my death
What Level of Concern is: Ensure our personal family and financial matters remain private and confidential
What Level of Concern is:
What Level of Concern is PROTECTING YOURSELF AND YOUR SPOUSE FROM: Malpractice or other creditor claims
What Level of Concern is PROTECTING YOURSELF AND YOUR SPOUSE FROM: Probate delays and family stress upon your death or the death of your partner
What Level of Concern is PROTECTING YOURSELF AND YOUR SPOUSE FROM:
What Level of Concern is PROTECTING YOURSELF AND YOUR SPOUSE FROM: Healthcare decisions made by people other than those you trust the most
What Level of Concern is PROTECTING YOURSELF AND YOUR SPOUSE FROM: Guardianship proceedings (aka “living probate”) if you or your partner become incapacitated
What Level of Concern is PROTECTING YOURSELF AND YOUR SPOUSE FROM: Hospital policies requiring application of life sustaining procedures (“feeding tubes”) if you would rather not endure them
What Level of Concern is PROTECTING YOURSELF AND YOUR SPOUSE FROM: Entitlement of new spouse to 30% of your wealth if your spouse remarries after your death
What Level of Concern is PROTECT YOUR CHILDREN OR OTHERS FROM: Predators who can discover inheritance amounts and target young or vulnerable beneficiaries
What Level of Concern is PROTECT YOUR CHILDREN OR OTHERS FROM: Malpractice claims for beneficiaries working as a professional, or other creditors’ claims (automobile accidents)
What Level of Concern is PROTECT YOUR CHILDREN OR OTHERS FROM: Financial immaturity resulting in quick loss of inheritance
What Level of Concern is PROTECT YOUR CHILDREN OR OTHERS FROM: Stresses and delays of probate process
What Level of Concern is PROTECT YOUR CHILDREN OR OTHERS FROM: Claims from spouses of your children who might gain control of the legacy you're leaving your children
What Level of Concern is PROTECT YOUR CHILDREN OR OTHERS FROM: Sharing assets with heirs you would rather disinherit
What Level of Concern is PROTECT YOUR CHILDREN OR OTHERS FROM: Incurring additional income taxes during your child’s lifetime
What Level of Concern is PROTECT YOUR CHILDREN OR OTHERS FROM: Incurring income taxes on assets sold after your child’s death
PLEASE PROVIDE ANY SPECIAL INSTRUCTIONS OR ADDITIONAL OBJECTIVES
ANY ADDITIONAL INFORMATION YOU WISH TO PROVIDE

Thank you for choosing the Law Office of Steve Lopez

Copies of documents to bring with you

Downey, California Attorney

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