The purpose of the Estate Planning Questionnaire is to help get you thinking about who you may want to serve in various fiduciary roles (such as power of attorney) and how you want your assets distributed.
The questionnaire is a form so some items may not apply to you. If you are uncertain how to answer certain questions, leave them blank and we can discuss them when we meet. If you already have a financial summary, then you won’t need to fill out the financial section, but instead can simply send a copy of your summary. I ask for the asset information so that I can properly advise you in regard to potential estate tax issues and beneficiary designations.
TO DOWNLOAD:
Choose either the PDF version or the Word version.
To download, right-click (on Mac, CTL-click) the appropriate link below:
Once you have downloaded the file, you may fill it out electronically on your computer.
As you fill out it, the information you enter can be saved by simply saving the file as you go.
Once you’ve completed the questionnaire, please email your saved version of the file to Kokie Adams as an attachment:
kokie@adamslawgroupnw.com
if you prefer to send the questionnaire back thru ShareFile, then please email Kokie at the above address for a link.
NOTE: You can also print the questionnaire out, complete it by hand, and mail it to:
Kokie Adams, Attorney
Adams Law Group, P.S.
7127 196th Street SW, Suite 201
Lynnwood, WA 98036
After I receive your questionnaire, I will contact you to set up a time to meet and review (and, if needed, complete) the questionnaire, and answer any questions you may have.
* If you need a copy of Adobe Reader to open the PDF, you can get it from Adobe here.
