HILL ALLISON & DEWEESE, LLC
ESTATE PLANNING QUESTIONNAIRE
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The single most important item in estate planning is accurate and complete information. An estate plan can only be as good as the information upon which it is based. This includes both personal and financial information. To this end, we ask you to please complete the confidential questionnaire on the following pages and bring it with you, together with the listed documents, to your office appointment. Please complete the enclosed questionnaire as fully as possible and gather as many of the following requested documents as practical which pertain to your personal situation:
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Copies of current estate planning documents, if any;
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Life insurance polices;
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Summary of employee benefits;
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Deeds to all real estate;
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Divorce decrees and/or Separation Agreements, Antenuptial Agreements, or any other similar documents.
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Family business documents, including minutes, buy/sell or cross-purchase agreements, stock restrictions, etc. (if we do not already have these documents).
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Fill out the questionnaire provided below.
If you cannot provide all the requested information, do not put off your appointment, it is better to begin the process and complete gathering the information along the way.
The attorneys at Hill Allison & DeWeese, LLC look forward to assisting you with your Estate Planning needs. Thank you for allowing us to serve you. If you have any questions, please feel free to contact your attorney at (614) 848-6500.
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