You are about to begin the process of estate planning. In order for us to make this process more pleasant for you, we must begin by obtaining as much information as possible regarding your personal estate. Although this questionnaire covers a lot of information, it is necessary to the estate planning process and its completion will enable us to keep costs down for you.

The questions in the Estate Planning Questionnaire are designed to facilitate this process, not to intimidate you. Please answer all of the questions to the best of your ability. We have found that having this data available at the initial conference greatly aids both you and us in focusing on estate planning issues. If you do not have certain information you may notify us at a later date.

You must have Adobe Acrobat Reader to view this form. Mozilla Firefox is the suggested web browser. If you have any problems using this form or understanding certain questions, please feel free to call our office at 305.932.2000 and ask for Shelley.

Some web browsers such as Inter Explorer may have compatibility issues with Adobe PDF files. If the form does not open in your web browser, right click the link to SAVE AS to download the form to your computer. Instructions are below.

Questionnaire Instructions - Online Format

**Some fields in this document may not be completed using the form features. Please fill in the available fields, then print the document to fill in any missing information.**

  1. CLICK TO OPEN the Estate Planning Questionnaire
    OR right click to SAVE AS to download the form.
  2. Type the information in the form fields.
  3. Save the form to your computer as you work.
  4. Print the completed form.
  5. Sign the signature page (Page 33).
  6. Return the completed form to our office.

Questionnaire Instructions - Printed

  1. CLICK TO OPEN the Estate Planning Questionnaire
    OR right click to SAVE AS to download the form.
  2. Print the form.
  3. Write or type the requested information.
  4. Sign the signature page (Page 33).
  5. Return the completed form to our office.

When you have completed the form answering the questions to the best of your knowledge and ability, please return the form in person or by mail to our office:

Nelson & Nelson, P.A.
2775 Sunny Isles Boulevard, Suite 118
North Miami Beach, Florida  33160

To submit this form by email, please scan the documents
including the signed signature page and contact our office for instructions about using our SECURE email system.

Tips for Using the Online Form:

  • To move through the form fields, use the TAB key to move forward and SHIFT + TAB to move back.
  • Use the mouse or SPACE key to select YES/NO and other check boxes.
  • The fields will adjust the font size to allow for longer text.
  • The larger fields will allow multiple lines. They will adjust automatically or you may use the ENTER key to add a new line.

To submit feedback or for support using this online form contact:
Shelley Patterson

Let's Get Started!

For more information regarding
estate planning, read:

Planning Your Estate—
A Step by Step Approach

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