Estate Planning Questionnaire – Christine Mathias, Business and Estate Planning Attorney

About you

Please use full legal names as they appear on your ID.

Who is this plan for?

Just meA trust for one person Me and my spouseA joint trust for spouses or registered domestic partners

Your information

First name Middle name Last name Other names you've used For example, a maiden name, or a name that appears on a deed or account. Email If you save and finish later, your private link goes here. Phone

Your spouse or partner

First name Middle name Last name Other names they've used Email Phone

Home address

Street address City State ZIP County

Your marriage or domestic partnership

Date City State or country

Children

Include all biological and legally adopted children, including any who have passed away.

Yes No

No problem. Select Continue to move on.

Real estate & accounts

List what you own now. Skip any category that doesn't apply.

Real estate

No properties added.

Bank accounts

Checking and savings accounts. For your security, enter only the last 4 digits of each account number.

No accounts added.

Retirement accounts

401(k), IRA, pension, and similar accounts.

No retirement accounts added.

Other investments

Stocks, brokerage accounts, annuities, CDs, bonds, and similar. Last 4 digits only for account numbers.

No investments added.

Other assets

Skip any category that doesn't apply.

Valuable items

Anything individually worth more than $3,000, such as a vehicle, jewelry, art, or a collection.

No items added.

Business interests

Ownership in a sole proprietorship, partnership, LLC, or corporation.

No businesses added.

Trust wishes

If you're unsure about anything here and would like more information first, leave it blank.

Name of the trust

What would you like to name the trust? Common options are variations on "The John and Jane Doe Trust" or "The Doe Family Trust." You have flexibility to name the trust just about anything you like.

Successor trustee

This person will be responsible for distributing assets and otherwise carrying out the trust, and will also serve as personal representative under your will. You may name more than one person to serve together as co-trustees.

No successor trustee added.

Backup trustee

Who should serve if your first choice is unable or unwilling?

No backup trustee added.

When the first spouse passes away

When one of you passes away, what should happen to the first spouse's share?

Everything goes to the surviving spouse Some gifts go to others, and the rest to the surviving spouse Something else

Please describe what you'd like to happen.

Specific gifts

Optional

No specific gifts added.

The rest of your estate

No one added yet.

Final backup

If none of the people or organizations above survive you, who should receive your estate?

My heirs under California law Someone else

Who should receive it? Names of the people or organizations, and your relationship to each person.

Other wishes

Do you have any other wishes about who receives what? Optional For example, conditions or timing on a gift, care for a pet, or anything that didn't fit above.

Review your answers

Check that everything looks right. Select Edit to change a section. Nothing is sent until you submit.

Anything else you'd like us to know? Optional

Thank you

Your questionnaire has been received. We'll review your answers and be in touch about next steps.