Estate Planning Questionnaire – Married

Spouse #1 Information
Full Legal Name
Prefix First Middle Last
Cell Phone
Email
Date of Birth
MM slash DD slash YYYY

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What Is Your Occupation?
Annual Compensation?
Please enter a number from 0 to 9999999.

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Are You A US Citizen
- Yes
- No
Are You A Green Card Holder
- Yes
- No

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Spouse #2 Information
Full Legal Name
Prefix First Middle Last
Cell Phone
Email
Date of Birth
MM slash DD slash YYYY

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What Is Your Occupation?
Annual Compensation?
Please enter a number from 0 to 9999999.

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Are You A US Citizen
- Yes
- No
Are You A Green Card Holder
- Yes
- No

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Home Address
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

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Referral Source
Please tell us how you were referred to Antonoplos & Associates.

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Family
Tell us about your children, grandchildren, and other important family members.
How Many Children Do You Have?
- None
- I Am Pregnant With My FIrst
- One
- Two
- Three
- Four
- More Than Four
Please Provide the Full Legal Name, Date of Birth, Address & Email For Each of Your Children
For Example: John J. Doe 9/9/1999 1234 Bond Street, N.W Washington DC 200X JoeDoe@gmail.com Sally S. Doe 1/2/1998 Same Address As Above

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Grandchildren
How Many Grandchildren Do You Have?
- None
- One
- Two
- Three
- Four
- More Than Four
Please Provide the Full Legal Name, Relation To You, Date of Birth, Address & Email For Each of Your Grandchildren
For Example: Michael P. Doe John’s Son 9/9/1999 1234 Bond Street, N.W Washington DC 200X Michael@gmail.com Susan Doe Sally’s daughter 1/2/1998 Same Address As Above

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Dispositive Intentions
Please provide information regarding how you would like to distribute your estate.
Do you wish to provide primarily for your spouse and secondarily for your children?
- Yes
- No
- Not Sure

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Children
If you have children, do you wish to treat all of your children equally?
- Yes
- No
- Not Sure
If not, explain how you would like your estate distributed

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After you pass, at what age do you want distribution to your children?
- 1/3 at 25, 1/3 at 30, 1/3 at 35
- 1/2 at 30, 1/2 at 35
- Some Other Way
If Some Other Way Please Explain

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Spouse #1 Charities, Schools or Organizations
Would you like to benefit a Charity(s), School or Organization?
- Yes
- No
- Not Sure
If Yes, please explain

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Spouse #2 Charities, Schools or Organizations
Would you like to benefit a Charity(s), School or Organization?
- Yes
- No
- Not Sure
If Yes, please explain

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Other Beneficiaries
Do you want your Will to benefit anyone other than Children, Grandchildren or a Charity?
- Yes
- No
- Not Sure
If yes, please explain

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Please provide any additional information about individuals or organizations you would like to benefit.

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Disinherit
Is there anyone you would like to disinherit? (This means they will not benefit in any way from your estate).
Is there anyone you would like to specifically disinherit?
- Yes
- No
- Not Sure
If yes, please explain

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Executor Spouse #1
Your Executor is the person responsible for filing your last will and testament with the probate court.
Spouse #1 who do you wish to serve as the Executor of your Last Will and Testament?
- My Spouse
- My Attorney
- Someone Else
Executor Spouse #1
Whom do you wish to serve as your Executor of your Last Will and Testament?
Executor First Choice
Prefix First Middle Last
Please provide the full legal name of your first choice for executor of your last will.
Relationship to you
Please tell us this person’s relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Executor 2nd Choice Spouse #1
Your second choice for Executor can be a family member, close friend, or your lawyer.
Spouse #1 who would you like to serve as your backup Executor?
- My Attorney
- Someone Else
- Not Sure
Executor 2nd Choice Spouse #1
Executor Second Choice
Prefix First Middle Last
Please provide the full legal name of your second choice for executor of your last will.
Relationship to you
Please tell us this person’s relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Executor Spouse #2
Your Executor is the person responsible for filing your last will and testament with the probate court.
Spouse #2 who do you wish to serve as Executor of your Last Will and Testament?
- My Spouse
- My Attorney
- Someone Else
Executor Spouse #2
Executor First Choice
Prefix First Middle Last
Please provide the full legal name of your First choice for the Executor of your Last Will and Testament.
Relationship to you
Please tell us this person’s relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Executor 2nd Choice Spouse #2
Your second choice for Executor can be a family member, close friend, or your lawyer.
Spouse #2 who would you like to serve as your backup Executor for your Last Will and Testament?
- My Attorney
- Someone Else
- Not Sure

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Executor 2nd Choice Spouse #2
Executor Second Choice
Prefix First Middle Last
Please provide the full legal name of your second choice for the Executor of your Last Will and Testament.
Relationship to you
Please tell us this person’s relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Trustee Spouse #1
Whom do you want to serve as the Trustee of your Revocable Living Trust?
Spouse #1 who would you like to serve as Trustee of your Revocable Living Trust?
- My Spouse
- My Attorney
- Someone Else
Trustee Spouse #1
Whom do you want to serve as the Trustee of your Revocable Living Trust?
Trustee First Choice
Prefix First Middle Last
Relationship to you
Please tell us this person’s relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Trustee 2nd Choice Spouse #1
Whom do you want to serve as the second choice as Trustee of your Revocable Living Trust?
Spouse #1 who would you like to serve as the backup Trustee of your Revocable Living Trust?
- My Attorney
- Someone Else
- Not Sure

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Trustee 2nd Choice Spouse #1
Whom do you want to serve as the second choice as Trustee of your Revocable Living Trust?
Trustee Second Choice
Prefix First Middle Last
Relationship to you
Please tell us this person’s relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Trustee Spouse #2
Whom do you want to serve as the Trustee of your Revocable Living Trust?
Spouse #2 who you would you like to serve as your 1st choice for Trustee of your Revocable Living Trust?
- My Spouse
- My Attorney
- Someone Else
Trustee Spouse #2
Whom do you want to serve as the Trustee of your Revocable Living Trust?
Trustee First Choice
Prefix First Middle Last
Relationship to you
Please tell us this person’s relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Trustee 2nd Choice Spouse #2
Spouse #2 who would you like to serve as your backup Trustee for your Revocable Living Trust?
- My Attorney
- Someone Else
- Not Sure

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Trustee 2nd Choice Spouse #2
Trustee 2nd Choice
Prefix First Middle Last
Relationship to you
Please tell us this person’s relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Guardianship For Minor Children
Do You Have Minor or Disabled Children?
- Yes, I have Minor Children
- No, I do not have Minor Children
Do you have a minor or disabled child/children, for whom you need to select a Guardian?

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Guardians
Guardian First Choice
Prefix First Middle Last
Relationship to you
Please tell us this person’s relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Guardians 2nd Choice
Please select who you would like to serve as your backup guardian for minor children in the event that your first choice is unable or unwilling to serve.
Guardian Second Choice
Prefix First Middle Last
Relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Healthcare Power of Attorney Spouse #1
Spouse #1 who do you wish to serve as your 1st choice for Healthcare Power of Attorney?
- My Spouse
- Someone else
- Not Sure
Your Healthcare Power of Attorney is the person responsible for making healthcare decisions on your behalf in the event that you are incapacitated.

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Healthcare Power of Attorney Spouse #1
Whom do you wish to serve as your Healthcare Power of Attorney? Your Healthcare Power of Attorney is responsible for making healthcare decisions on your behalf in the event that you are incapacitated.
Healthcare Power of Attorney First Choice
Prefix First Middle Last
Relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Healthcare Power of Attorney 2nd Choice Spouse #1
Whom do you wish to serve as your backup Healthcare Power of Attorney? Your backup Healthcare Power of Attorney is the person responsible for making healthcare decisions on your behalf in the event that your 1st choice is unwilling or unable to do so.
Healthcare Power of Attorney Second Choice
Prefix First Middle Last
Relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Healthcare Power of Attorney Spouse #2
Spouse #2 who do you wish to serve as your 1st choice for Healthcare Power of Attorney?
- My Spouse
- Someone Else
- Not Sure
Your Healthcare Power of Attorney is the person responsible for making healthcare decisions on your behalf in the event that you are incapacitated.

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Healthcare Power of Attorney Spouse #2
Healthcare Power of Attorney First Choice
Prefix First Middle Last
Relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Healthcare Power of Attorney 2nd Choice Spouse #2
Whom do you wish to serve as your backup Healthcare Power of Attorney? Your backup Healthcare Power of Attorney is the person responsible for making healthcare decisions on your behalf in the event that your 1st choice is unwilling or unable to do so.
Healthcare Power of Attorney Second Choice
Prefix First Middle Last
Relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Financial Power of Attorney Spouse #1
Your Financial Power of Attorney is responsible for making financial decisions on your behalf in the event that you are incapacitated.
Spouse #1 who do you wish to serve as your 1st choice for Financial Power of Attorney?
- My Spouse
- Someone Else
- Not Sure

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Financial Power of Attorney 1st Choice Spouse #1
Your Financial Power of Attorney is the person responsible for making financial decisions on your behalf in the event that you are incapacitated.
Financial Power of Attorney First Choice
Prefix First Middle Last
Relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Financial Power of Attorney 2nd Choice Spouse #1
Financial Power of Attorney Second Choice
Prefix First Middle Last
Relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Financial Power of Attorney Spouse #2
Your Financial Power of Attorney is responsible for making financial decisions on your behalf in the event that you are incapacitated.
Spouse #2 who do you wish to serve as your 1st choice for Financial Power of Attorney?
- My Spouse
- Someone Else
- Not Sure

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Financial Power of Attorney 1st Choice Spouse #2
Your Financial Power of Attorney is the person responsible for making financial decisions on your behalf in the event that you are incapacitated.
Financial Power of Attorney Name First Choice
Prefix First Middle Last
Relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Financial Power of Attorney 2nd Choice Spouse #2
Financial Power of Attorney 2nd Choice
Prefix First Middle Last
Relationship to you
Phone
Email
Address
Street Address City State / Province / Region ZIP / Postal Code Country

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Burial Instructions
Please confirm how you would like your remains handled.
Spouse #1 Burial Instructions
Please confirm how you would like your remains handled.
Spouse #1 Burial Instructions
- Buried
- Cremated
I have made the following final arangements

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Spouse #2 Burial Instructions
Please confirm how you would like your remains handled.
Spouse #2 Burial Instructions
- Buried
- Cremated
I have made the following final arangements

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Financial Summary
Checking Accounts
Checking Account Spouse #1
Please provide dollar amount
Checking Account Spouse #2
Please provide dollar amount
Checking Account Joint
Please provide dollar amount

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Savings Accounts
Savings Spouse #1
Please provide dollar amount
Savings Spouse #2
Please provide dollar amount
Savings Joint
Please provide dollar amount

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Money Market Accounts
Money Market Spouse #1
Please provide dollar amount
Money Market Spouse #2
Please provide dollar amount
Money Market Joint
Please provide dollar amount

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Certificates of Deposit
Certificate of Deposit Spouse #1
Please provide dollar amount
Certificate of Deposit Spouse #2
Please provide dollar amount
Certificate of Deposit Joint
Please provide dollar amount

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Real Estate
Residence #1
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Residence #1 Fair Market Value
Residence #1 Loan Amount
Residence #2
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Residence #2 Fair Market Value
Residence #2 Loan Amount
Other Real Estate
Please provide Address, Fair Market Value and Loan Amounts for additional real estate.

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Brokerage Accounts
These are non retirement brokerage accounts
Brokerage Account Spouse #1
Please provide dollar amount
Brokerage Account Spouse #2
Please provide dollar amount
Brokerage Account Joint
Please provide dollar amount

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Mutual Funds
Mutual Funds Spouse #1
Please provide dollar amount
Mutual Funds Spouse #2
Please provide dollar amount
Mutual Funds Joint
Please provide dollar amount

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Privately Held Assets
Stocks Not Held By Broker
Please provide dollar amount
Bonds – Non Mutual Funds Not Held By Broker
Please provide dollar amount
Notes & Mortgages Receivables
Does anyone owe you money? Please provide the value of any promissory note you are the holder of?

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Business Interests
Business #1 Name
(attach certificates, partnership agreements and/or other documentation)
Business #1 Value
Business Ownership Interest
- Spouse #1
- Spouse #2
- Jointly Held
Business #2 Name
(attach certificates, partnership agreements and/or other documentation)
Business #2 Value
Business Ownership Interest
- Spouse #1
- Spouse #2
- Jointly Held
Business #3 Name
(attach certificates, partnership agreements and/or other documentation)
Business #3 Value
Business Ownership Interest
- Spouse #1
- Spouse #2
- Jointly Held
Business Documentation
Max. file size: 5 GB.

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Retirement Accounts
Non-IRA Tax Qualified Retirement Plan Spouse #1
Non-IRA Tax Qualified Retirement Plan Spouse #2
Traditional IRA Plan Spouse #1
Traditional IRA Plan Spouse #2
Roth IRA Plan Spouse #1
Roth IRA Plan Spouse #2
Annuities

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Life Insurance
Life Insurance Policy #1 Spouse #1
Life Insurance Policy #2 Spouse #1
Life Insurance Policy #3 Spouse #1
Life Insurance Policy #1 Spouse #2
Life Insurance Policy #2 Spouse #2
Life Insurance Policy #3 Spouse #2

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Inheritance
Inheritance Spouse #1
Inheritance Spouse #2
Automobiles
Automobile #1
Automobile #2
Automobile #3

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Jewelry, Art, Other Assets
Jewelry Collections Spouse #1
Jewelry Collections Spouse #2
Art Collection
Other Assets

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Additional Information
Please use this section to provide any additional information or considerations that have not been covered by our estate planning questionnaire.
Please provide any additional information regarding assets
Do you have any other legal issues
Please use this space for any additional considerations

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Estate Planning Questionnaire – Married

Married Estate Planning Questionnaire Form

Getting Started with the Estate Planning Questionnaire for Married Couples.

Option 1.) Register and Complete The Estate Planning Intake Online Client Portal (Best Choice*)

Option 2.) Download Form As PDF

Option 3.) Complete Form In Browser

Step 1 of 60

Spouse #1 Information

Spouse #2 Information

Home Address

Family

Grandchildren

Dispositive Intentions

Children

Spouse #1 Charities, Schools or Organizations

Spouse #2 Charities, Schools or Organizations

Other Beneficiaries

Disinherit

Executor Spouse #1

Executor Spouse #1

Executor 2nd Choice Spouse #1

Executor 2nd Choice Spouse #1

Executor Spouse #2

Executor Spouse #2

Executor 2nd Choice Spouse #2

Executor 2nd Choice Spouse #2

Trustee Spouse #1

Trustee Spouse #1

Trustee 2nd Choice Spouse #1

Trustee 2nd Choice Spouse #1

Trustee Spouse #2

Trustee Spouse #2

Trustee 2nd Choice Spouse #2

Trustee 2nd Choice Spouse #2

Guardianship For Minor Children

Guardians

Guardians 2nd Choice

Healthcare Power of Attorney Spouse #1

Healthcare Power of Attorney Spouse #1

Healthcare Power of Attorney 2nd Choice Spouse #1

Healthcare Power of Attorney Spouse #2

Healthcare Power of Attorney Spouse #2

Healthcare Power of Attorney 2nd Choice Spouse #2

Financial Power of Attorney Spouse #1

Financial Power of Attorney 1st Choice Spouse #1

Financial Power of Attorney 2nd Choice Spouse #1

Financial Power of Attorney Spouse #2

Financial Power of Attorney 1st Choice Spouse #2

Financial Power of Attorney 2nd Choice Spouse #2

Burial Instructions

Spouse #1 Burial Instructions

Spouse #2 Burial Instructions

Financial Summary

Checking Accounts

Savings Accounts

Money Market Accounts

Certificates of Deposit

Real Estate

Brokerage Accounts

Mutual Funds

Privately Held Assets

Business Interests

Retirement Accounts

Life Insurance

Inheritance

Automobiles

Jewelry, Art, Other Assets

Additional Information

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