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The Hughes Law Firm

We have office locations in Arvada, Broomfield, Colorado Springs, Ft. Collins, Lakewood and Denver

Estate Planning Questionnaire

Name(s) of Child(ren) Age Single(S) or Married(M) # of Children Comments

ASSETS

Please check the blanks corresponding to the various types of assets owned by you and/or your spouse, don’t worry about listing any values here.

Real Estate




)









Cash Deposits












Investments [non-IRA and non-401(k) accounts]










Company Benefits/Retirement Plans










Life Insurance






If You Have a Spread Sheet or Detailed Information – Typed or Handwritten – Concerning Your Assets, Liabilities and Other Financial Information, Please Bring This Information With You to Your Initial Consultation.

DECISION MAKERS

Who among your family members and/or friends would you appoint to handle the estate-settlement details for you at your death or during a mental disability?

You

Your Spouse

You

Your Spouse

You

Your Spouse

You

Your Spouse

MOTIVATIONS

We are interested in why you decided to inquire about your estate planning at this particular point in time. Please check one or more of the choices below that correspond with your situation.














LIFE’S LITTLE PLEASURES

What hobbies, diversions, or activities do you enjoy so we can learn a little bit more about the “real” you, as opposed to just numbers and names (e.g., golf, yoga, crafts, exercise, fishing, hiking, camping, hunting, gardening, shopping, reading, sports, traveling, cooking, antiquing, investing, crosswords, computers, cars, bridge, movies, etc.):

You

Your Spouse

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Estate Planning Questionnaire

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Estate Planning is all about

Estate Planning Questionnaire

Tell us what’s important to you by ranking each one of the following points on a scale of 1 to 10, with 1 being “Not Important” or “Not Applicable” and 10 being “Very Important.
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