Estate Planning Client Questionnaire (7 Pages)

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This is a Form of Estate Planning Questionnaire. Some call it a “Fact-Finder”. When doing estate planning for any client, regardless of wealth or circumstances, the estate plan is only as good as the facts it supports. A draftsman can have a client sign a perfectly drafted document, but unless it suits the client’s circumstances, it is essentially worthless. It is so important to gather as much relevant information from a client as can reasonably be done. This Form is intended to ask the most important questions – addressing personal information, family description and issues, and financial information (assets and liabilities). This should be the starting point for the planner. As one can see by the many Forms offered by nlfforms.com, drafting estate planning documents is NOT a process of one size fits all. Hopefully, this Form will get the client engaged in the planning process, talking about his or her life and its special circumstances – all in an effort to enable the planner/draftsperson to do the best possible job for the client.

RELATED CLE COURSE: Please note: Mr. Siegel's "Introduction To Estate Planning" is currently available on audio CD and DVD at www.nlfcle.com and online at www.nlfonline.com. On both of these web sites, click on your state (or any state if you do not care about earning CLE credits) and scroll down to the course title, which appears under the heading "Estate Planning".

Author:
Steven G. Siegel is president of The Siegel Group, a Morristown, New Jersey - based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School and an LLM in Taxation from New York University.

He is the author of several books, including: Planning for An Aging Population; Business Entities: Start to Finish; Taxation of Divorce and Separation; Income Taxation of Estates and Trusts, Preparing the Audit-Proof Federal Estate Tax Return, Putting It Together: Planning Estates for $5 million and Less, Family Business Succession Planning, Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts; The Federal Gift Tax: A Comprehensive Analysis; Charitable Remainder Trusts, Grantor Trust Planning: QPRTs, GRATs and SCINs, The Estate Planning Course, The Retirement Planning Course, Retirement Distributions: Estate and Tax Planning Strategies; The Estate Administration Course, Tax Strategies for Closely-Held Businesses, and Tort Litigation Settlements: Tax and Financial Issues.

Mr. Siegel has lectured extensively throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including National Law Foundation, AICPA, CCH, National Tax Institute, National Society of Accountants, and many others.  He has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.

The Siegel Group provides consulting services to accountants, attorneys, financial planners and life insurance professionals to assist them with the tax, estate and business planning and compliance issues confronting their clients. Based in Morristown, New Jersey, the Group has provided services throughout the United States. The Siegel Group does not sell any products. It is an entirely fee-based organization.
Contact the Siegel Group through its president, Steven G. Siegel, e-mail: [email protected]