Home / Estate Questionare
Name (required) Spouse Home Address Business Name and Address Spouse Business Name and Address Telephone Home Business Spouse Business Fax How long have you lived in Ohio? What other states have you lived in? Other residences (if any) you now own by type (ie. apartment, condominium, cottage, time-share, etc) Children and Other Dependents Name Relationship MarriedSingleDivorced # of Children [num c1children] Name Relationship MarriedSingleDivorced # of Children [num c2children] Name Relationship MarriedSingleDivorced # of Children [num c3children] Name Relationship MarriedSingleDivorced # of Children [num c4children] Name Relationship MarriedSingleDivorced # of Children [num c5children] Name Relationship MarriedSingleDivorced # of Children [num c6children]
Date of Wills: Self Spouse
Have you or your spouse created any trusts which you or your spouse has the right to amend NoYes which you or your spouse do not have the right to amend? NoYes Are you or your spouse (if applicable) the current or potential beneficiary of any will or trust? NoYes If the answer to any of these questions is yes, state the name of the creator of the will or trust, the relationship of the creator to you, the name of the trustee, and the date of the will or trust:
Executors (must be resident of Ohio or coupled with a resident of Ohio as a Co-Executor)
Primary: Name: Relationship: Address: Phone: Name: Relationship: Address: Phone: Name: Relationship: Address: Phone:
For Spouse: (if applicable and different from you) Name: Relationship: Address: Phone: Name: Relationship: Address: Phone: Name: Relationship: Address: Phone:
Trustees (this can be a corporate entity or an individual)
Guardians (individuals who will have custody of your minor children)
Primary: Name: Relationship: Address: Phone: Name: Relationship: Address: Phone:
For Spouse: (if applicable and different from you) Name: Relationship: Address: Phone: Name: Relationship: Address: Phone:
Health Care Power of Attorney
Living Will (individuals who would be notified)
General Power of Attorney (if other than spouse)
Beneficiary Information (add additional page with beneficiary information if you have more beneficiaries)
Name: Relationship: Address: Phone: Name: Relationship: Address: Phone: Name: Relationship: Address: Phone: Name: Relationship: Address: Phone: Name: Relationship: Address: Phone:
Specific Bequests (add additional page if you have more beneficiaries with specific bequests).
Beneficiary: Property or Dollar Amount: Beneficiary: Property or Dollar Amount: Beneficiary: Property or Dollar Amount: Beneficiary: Property or Dollar Amount:
