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. A link to a free download is available below. If you have any problems using this form or understanding certain questions, please feel free to call our office at 305.932.2000 or send an e-mail to:

Questionnaire Instructions
Click one of the Estate Planning Questionnaire icons to open the form, then:

  1. Print the form.

  2. Complete the information to the best of your ability.

  3. Sign the signature page (Page 24).

  4. Make a copy for your records.

  5. Send the original document to our firm at:

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

Use the BACK button of your browser to return to this page after opening the document.

Let's Get Started!

For more information regarding
estate planning, read:

Planning Your Estate—
A Step by Step Approach

Due to security, privacy, and authentication issues with the Internet and E-mail, please DO NOT E-MAIL this form back to us.
   
Get Acrobat Reader You must have Adobe Acrobat Reader version 3.0 or higher to view these documents.

Top of Page

 
  

 
     
  
Copyright © 1998 Nelson & Nelson, P.A. All rights reserved.  |  Web Site Agreement  l  Site last updated August 02, 2007

  

Get Acrobat Reader 
You must have Adobe Acrobat Reader
to view some files in this site.

Proud members of
The Aventura Marketing Council
www.estatetaxlawyers.com, estatetaxlawyer, estaxlawyers, estaxlawyer, nelson & levine, attorneys, lawyers, law, legal counsel, legal services, aventura, north miami, miami beach, north Miami beach, Hollywood, Hallandale, fort Lauderdale, florida, estate planning, techniques, estates, estate tax, tax planning, asset protection, assets, asset planning, corporate law, corporation formation, corporations, corporation taxation, individual taxation, probate, family limited partnerships, partnership law, partnerships, family partnerships, legal articles, legal publications, legal services, living trust, living will, llc, lllp, llp, pensions, post-mortem planning, qprt, qualified domestic trust, qualified personal residence trust, real estate, revocable inter vivos trust, right of survivorship, special needs beneficiary, special needs trust, survivorship accounts, tax issues, tax law, transferring assets, homestead, florida homestead, 529 education plans, accountants, applicable exclusion amount, beneficiary, burial arrangements, charitable gifts, charitable lead trust, charitable remainder trust, cpa, creditor protection, death with dignity agreement, disabled beneficiaries, durable power of attorney, economic growth and tax relief reconciliation act, egtrra, elective shares, estate tax loopholes, family trust, federal estate tax, generation skipping transfer taxes, grit, guardianship, irrevocable life insurance trust, joint tenants, jointly owned property, life insurance, marital deduction, barry nelson, judith nelson, judi, mirlene dubreuze, richard comiter, shelley patterson, shelley, slpprojects, weizmann institute of science, ficpa, florida bar, the bar, actec, martindale Hubbell, best lawyers, university of Miami, school of law, delaware