Contact Us Today 678-344-5342

Estate Planning Questionnaires

Download Our Estate Planning Questionnaire

The first step of the estate planning process with Peach State Wills and Trusts is to fill out our Estate Planning Questionnaire. This document asks you to list some information about your family, your finances, and your wishes regarding your care and the care of your assets in the event of your incapacitation or death. At your Georgia Family Protection Strategy SessionSM, our Attorney Joel Beck will use this information to help you build the perfect plan for you and your loved ones. 

If you're ready to take the first step of your estate planning, click the appropriate link below to download the questionnaire that applies to your situation. The document should only take about a half an hour to fill out. If you come across a question that you don't know the answer to or are unsure of, just skip it and we will talk it over during your planning session. 

When you have completed your questionnaire and are ready to schedule your Georgia Family Protection Strategy SessionSM, give us a call at (678) 344-5342. 

Planning Questionnaire for Individuals

 

Planning Questionnaire for Couples

Contact Us Today

At Peach State Wills and Trusts, a division of The Beck Law Firm, LLC, we're committed to answering your questions about wills, trusts, powers of attorney, healthcare directives and business planning issues in Georgia.

Contact us today to schedule an appointment.

Menu