CONFIDENTIAL PLANNING QUESTIONNAIRE FOR DOMESTIC PARTNERS
Relationship Status:
Partner Single
Address:
Do you and your partner live together? Yes No
Do you own real estate in Indiana? Yes No
Does your partner 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
If you were incapacitated, who would you want to make medical decisions on your behalf?
Partner A relative Other
If you were incapacitated, who would you want to manage your financial affairs?
Are you interested in utilizing a Living Trust to avoid costly probate proceedings and maintain privacy?
Yes No Maybe, I would like to learn more about the differences between a Will and a Living Trust.
Are you interested in defining the legal rights in your relationship, including property rights?
Yes No Maybe, I would like to learn more about defining the legal rights in my relationship.
Would you like to schedule a free consultation with Brett Gibson to discuss your Estate and Life Planning goals? Yes No
Would you like to be contacted by:
Email: Telephone: