CONFIDENTIAL ESTATE PLANNING QUESTIONNAIRE
Martial Status:
Married with children Married without children Single with children Single without children
Address:
What is the age of your child/children:
Age of child 1: Age of child 2: Age of child 3: Age of child 4: Age of child 5:
Do you own real estate in Indiana? Yes No
Do you own real estate outside of Indiana? Yes No
Do you have an existing Will or Trust? Yes No
Are you interested in utilizing a Living Trust to avoid costly probate proceedings?
Yes No Maybe, I would like to learn more about the differences between a Will and a Living Trust.
Do you own part or all of a closely-held business? Yes No
Would you like to schedule a free consultation with Brett Gibson? Yes No
Would you like to be contacted by:
Email: Telephone: