Estate Planning Questionnaire
(FL)

Summary

This template is an Estate Planning Questionnaire that aids in compiling information necessary to plan a Florida estate. An attorney can complete this template at the client interview, after a point-by-point discussion of the client's estate-planning desires and options. This template includes practical guidance and drafting notes. This template incorporates Florida law and is intentionally brief and general; it should be used as an outline of topics to discuss with the client at the initial meeting. The worksheet is designed for efficient compilation of necessary data and as a source of reference in formulating the client's estate plan and in drafting any instruments necessary to effect that plan. This worksheet should be used to supplement the basic personal information (see Facts to Gather for Estate Planning Checklist (FL)) and Financial Information Questionnaire (Long Form) (FL) previously obtained from the client. Also use in conjunction with the Trust Drafting Worksheet (FL) (if the estate plan involves one or more trusts), and the Estate Tax Worksheet (FL) (if calculation of the gross estate is needed for the client and the client's spouse. For a full listing of key content related to estate plans for individual people in Florida, see Estate Plan for Single Individual Resource Kit (FL). For a full listing of key content related to estate plans for married or partnered people in Florida, see Estate Plan for Individual with Spouse or Partner Resource Kit (FL). For more information, see related practice notes Estate Planning Strategies and Devices (FL), Purposes and Uses of a Will (FL), and Characteristics and Uses of Trusts (FL).