Rutkowski Law Firm

Initial Questionnaire

The purpose of this Initial Questionnaire is to record information that will be used to prepare you Estate Plan, including, as necessary, a Will, Trust, Durable Power of Attorney, and Healthcare Power of Attorney. Portions of it will be helpful in the administration of the Estate or Trust and, in some cases, is required for the preparation of tax returns. Your time spent in accurately completing this questionnaire will certainly save considerable time, effort, and confusion late. Information is essential *Indicates required field
  • Your Information

  • Spouse's Information (if applicable)

  • Children's Information (if applicable)

  • 2nd Child's Information (if applicable)

  • 3rd Child's Information (if applicable)

  • 4th Child's Information (if applicable)

  • Additional Persons' Information (If going to be included in your Estate Plan and NOT a child or spouse)

  • Advisors (if applicable)

  • Financial Advisors / Wealth Managers:

  • 2nd Financial Advisor / Wealth Managers (if applicable):

  • CPA / Accountant:

  • Existing Estate Planning Documents:

  • Real Estate / Other Property / Vacation or Investment:

  • Other Information:

  • Income

  • Assets

  • Optional File Attachments

  • Drop files here or
  • Drop files here or