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ESTATE PLANNING QUESTIONNAIRE

This questionnaire helps us get a clear picture of your family, assets, and the key decisions we’ll be making together. It should take about 10-15 minutes to complete.

Please complete it at least 2 days before your meeting so we can use our time together efficiently. If it’s not completed in advance, we will need to reschedule your appointment.

You do not need to have everything finalized—just provide your best current thinking. We will review and refine everything with you during your meeting.

A little about you.

Your Name
Also Known As
Prefer to be called
Birthdate
Are you a US Citizen?
Citizenship Client
A
B
Home Address
Telephone Number
Email
Employer
Position
Your Full ARAG Member ID or your MetLife Eligibility Number (if applicable)
If you plan to use legal insurance benefits, please confirm directly with your provider that you are covered for both Trust and Will services under your plan. If your coverage only extends to Wills, please let us know. Coverage can vary, and it’s ultimately the client’s responsibility to verify eligibility in advance.

Are you married (or RDP)?

Are you married (or RDP)?
A
B