Will Preparation Information Sheet

Client Intake Form for Estate Planning Attorney

Client Name: Client Name

ESTATE PLANNING QUESTIONNAIRE

Prepared For: Attorney Name, Esq.

Client Name:

Client DOB:

Spouse Name:

Spouse DOB:

Home Address:

Attorney Notes/Verification:

Full Name	Date of Birth	Relationship

Asset Type	Description / Location	Est. Value (USD)

Trust Funding Verification:

Executor (Primary):

Guardian (For Minor Children):

Attorney Name (For Heading)

Client Full Name

Client Date of Birth

Spouse Full Name (If Applicable)

Spouse Date of Birth

Residential Address (Street, City, State, ZIP)

Estimate values for primary assets and list significant debts (e.g., mortgage, large loans).

Primary Executor (Personal Representative)

Alternate Executor (Backup)

Primary Guardian (For Minor Children)

Alternate Guardian (Backup)