The Law Offices of Eric J. Gold

Estate Planning Questionnaire

Please complete the following questionnaire for your estate planning project. Once submitted, we will review the data and get back to you. If you have trouble with any particular question, you are free to skip it and move on; if the question is required, please write in "unknown" or "tbd".

✓ Your progress is saved automatically on this device — you can leave and come back anytime.

Contact Information

This initial section provides basic demographic and classification information.

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Spouse or Significant Other's Information

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Family Details and Information

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Distribution Related Questions

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Miscellaneous Questions

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Agents for your Estate Plan

Roles for Your Estate Plan
Successor Trustee — represents the Trust if you are unable or unwilling to serve.
Executor — the nominated executor(s) for your Last Will and Testament.
Financial Power of Attorney — the nominated Agent for your financial Power of Attorney.
Guardian for Minor Children — the nominated guardian for your minor children.
Health Care Agent — the nominated Agent for your Advance Health Care Directive.
Add each person once below, then assign them to the roles. Any or all roles can be applied to the same person or people. Each role starts with a Primary; up to two Alternate slots appear as you add more people (Alternate 1 with a second person, Alternate 2 with a third).
People
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End-of-Life Decision Making

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Your Spouse or Significant Other's Wishes
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Estimated Value of Estate

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Community / Separate Property
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Confirmations
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Submission

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Automatically set to today's date.
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Clear saved progress (testing)