Online Estate Planning Questionnaire

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IS THIS THE RIGHT FORM?

This form will allow you to send us information that we can use to create your estate plan.

To use this form:

  • You MUST be a Michigan Resident
  • If you are single, you have to have less than $5 million dollars in assets.
  • If you are married, you have to have less than $10 million dollars in assets.
If you don't meet the requirements, please call our office to discuss other options.

Otherwise - This is the form for you!   Let's Go!

This is a SmartForm.

It is designed to work for just about anyone in just about any situation.  You will only be asked the questions that are relevant to you.  However, it is possible that we didn't envision your circumstances when we were designing the form.  (We like to think we've seen it all, but sometimes our clients surprise us.)  If you get stuck or find that you have information you would like to provide, give us a call or send us an email and we will do our best to answer your questions and get you unstuck.


All information is encrypted and transferred securely.  However, if there is any information that you would rather not provide over the internet, please feel free to contact our office to provide that information directly.

Basic information about you.  (This should be easy.)













I need a little more information to help me ask the right questions.





Your Spouse

The Basics.       (You can ask them for help, I won't tell.)













IMPORTANT NOTE:  If you have more than one child you will have to click the "I have more children..." link at the bottom of the first section.  

If you have more than two children you will have to come back to the top section that identifies the first child and click the "I have more children..." link again to create more sections for more children.

Information about your Child(ren)

I want to make sure I understand the family tree.  Since you are married, some of the children may be yours, some your spouse's and some children of both of you.  When telling me about each child, please use the chart below to designate the parent of the child and the birth order of the child.



_______________











I have more children...

Who will take care of your Children?


You and your spouse usually do this job together if you are the children's parents. There is no need to list the parents of the children for this job.   If one of you is mentally or physically unable to take care of the children, the surviving parent takes over.   You need to list who you would like to have take care of the children if neither parent survives.  Adult family members or close friends are often good choices.


You do this job yourself as long as you are able. There is no need to list the parents of the children for this job.   If you are mentally or physically unable to take care of the children, the surviving parent takes over.   You need to list who you would like to have take care of the children if neither parent survives.  Adult family members or close friends are often good choices.

Guardians

Choose the order that you want this person to take care of your children.








I want to name another guardian (3 is a good number to have)

Who will manage your Finances?


If you are married: You and your spouse usually do this job together as long as you are able.  If one of you is mentally or physically unable to manage finances, the survivor of the two of you usually take over.   Adult children or other adult family members or friends are often good second and third choices.


You usually do this job as long as you are able.  If you are mentally or physically unable to manage finances, you need to name successors.   Adult children are often good second and third choices.  Other adult family members or friends are also good choices.

Criteria you should use:  The people you choose here will be responsible for managing your assets if you are unable to manage them yourself due to mental or physical incapacity or death.  They should have good basic financial skills, should be trustworthy and responsible.  They will be able to hire professionals such as attorneys, accountants and/or financial managers to assist them if they desire.

Financial Manager

Choose the order that you want this person to manage your financial affairs.








I want to name another financial manager (3 is a good number to have)

Who will make Medical Care Decisions?


The people you name here will make your medical care decisions if you are unable to make them yourself due to mental or physical disability.  Your spouse is probably a good first choice. Adult children are good choices as well.  You should pick a first choice, second choice and third choice if you are able.


The people you name here will make your medical care decisions if you are unable to make them yourself due to mental or physical disability. Adult children are often a good choice.  Other adult family members such as parents or siblings are good choices as well.  You should pick a first choice, second choice and third choice if you are able.

Criteria you should use:  Obviously, the people you choose should care about you and your welfare. They should also be able to make decisions at a time that may be emotional.  Geography matters as well.  The person should live close enough to you that they could come and make medical care decisions for you if needed.

Medical Power of Attorney

Choose the Order that you want this person to make medical care decisions for you.








I want to name another patient advocate (3 is a good number to have)

Who will make Medical Care Decisions for your Spouse?


The people you name here will make your medical care decisions if you are unable to make them yourself due to mental or physical disability.  Your spouse is probably a good first choice. Adult children are good choices as well.  You should pick a first choice, second choice and third choice if you are able.


The people you name here will make your medical care decisions if you are unable to make them yourself due to mental or physical disability.  Your spouse is probably a good first choice. Adult family members such as parents or siblings are good choices as well.  You should pick a first choice, second choice and third choice if you are able.

Criteria you should use:  Obviously, the people you choose should care about you and your welfare. They should also be able to make decisions at a time that may be emotional.  Geography matters as well.  The person should live close enough to you that they could come and make medical care decisions for you if needed.

Medical Power of Attorney for Spouse

Choose the Order that you want this person to make medical care decisions for you.








I want to name another patient advocate (3 is a good number to have)

Asset Distribution When Married.

Where would you like assets to go when you die?


You have a lot of options here. Many people choose percentages, for example: 50% to my spouse 50% to be divided equally among my children.





How and When Assets Should Be Distributed

If assets are going to be distributed to minors, you have the ability to say when and how the assets will be distributed.  This is a great way to make sure that young people do not have the ability to spend their inheritance before they are financially responsible.  The answers you give below will help us create a custom distribution plan to protect young beneficiaries.


Keeping the assets together protects your younger children. If there is a large age gap between your children and you divide the assets immediately upon your death, the older children may already be adults when they receive their inheritance and your younger children may use up their inheritance before they graduate from high school or college. To protect the younger children the funds can be kept in one pool until the youngest child is able to support themselves.



Asset Distribution When Single.

Where would you like assets to go when you die?






How and When Assets Should Be Distributed

If assets are going to be distributed to minors, you have the ability to say when and how the assets will be distributed.  This is a great way to make sure that young people do not have the ability to spend their inheritance before they are financially responsible.  The answers you give below will help us create a custom distribution plan to protect young beneficiaries.


Keeping the assets together protects your younger children. If there is a large age gap between your children and you divide the assets immediately upon your death, the older children may already be adults when they receive their inheritance and your younger children may use up their inheritance before they graduate from high school or college. To protect the younger children the funds can be kept in one pool until the youngest child is able to support themselves.



Real Estate

My House is located in the...

For Example: County of Ottawa, City of Holland

This is usually a 10 or 12 digit number that you can find on your tax bill. In Ottawa County it begins with 70. In Allegan County is begins with 03.

This is found on your deed or sometimes your tax bill. It may look like one of these examples: "Lot X of Subdivision Y...." "Unit A of Sunnybrook Condominiums..." "The SE 1/4 of the NE 1/4 of Sec 3, T4N, R16W..." Be sure to include the ENTIRE DESCRIPTION. It is better to provide too much information than not enough.

The property is located in the...

For Example: County of Ottawa, City of Holland

This is usually a 10 or 12 digit number that you can find on your tax bill. In Ottawa County it begins with 70. In Allegan County is begins with 03.

This is found on your deed or sometimes your tax bill. It may look like one of these examples: "Lot X of Subdivision Y...." "Unit A of Sunnybrook Condominiums..." "The SE 1/4 of the NE 1/4 of Sec 3, T4N, R16W..." Be sure to include the ENTIRE DESCRIPTION. It is better to provide too much information than not enough.
I have more real estate to add.

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