Online Estate Planning Questionnaire<\/p>\n\n\n\n
\"*\" indicates required fields<\/p>\n\n\n\n
<\/p>\n
Thank you for getting started! This questionnaire is a convenient and secure option for providing your attorney with the preliminary information needed to prepare the initial draft of your Estate Plan.After you've submitted the form, your attorney will receive the information and begin working on your plan. A first draft is typically presented to you for review 3-5 days later.<\/p>\n
If you have any questions or problems with the questionnaire, please fee free to contact us at 954-484-9987 or send an email to emil@fleysherlaw.com<\/a>.<\/p>\n
First<\/label>Middle<\/label>Last<\/label>Suffix<\/label><\/p>\n<\/fieldset>Marital Status*<\/legend>\nSingle<\/label>Married<\/label>Separated<\/label>Divorced<\/label>Widowed<\/label>Other<\/label><\/p>\n<\/fieldset>Your Spouse's Name*<\/legend>\nFirst<\/label>Last<\/label><\/p>\n<\/fieldset>Your Former Spouse's Name*<\/legend>\nFirst<\/label>Last<\/label><\/p>\n<\/fieldset>\nYour Current Address*<\/label>Enter the address of your primary residence.<\/p>\n <\/div>\nDo you own or rent your primary residence?*<\/legend>\nOwn<\/label>Rent<\/label>Other<\/label><\/p>\n<\/fieldset>Do you own or have a legal interest in any Real Estate other than your primary residence?*<\/legend>\nThis can include investment properties, vacation homes, vacant land, etc. that you are a full or part owner of.Yes<\/label>No<\/label>Other<\/label><\/p>\n<\/fieldset>\nOther Real Estate*<\/label>Please list any properties you own or have an ownership interest in. Be sure to include the address, the nature of your ownership interest, and a brief description of what the property is used for.<\/textarea><label class=\"gfield_label\" for=\"input_10_6\">Your Phone Number*<\/label><input id=\"input_10_6\" class=\"medium\" name=\"input_6\" type=\"text\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"> <label class=\"gfield_label\" for=\"input_10_31\">Your Email Address*<\/label><br><input id=\"input_10_31\" class=\"medium\" name=\"input_31\" type=\"email\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"><br><label class=\"gfield_label\" for=\"input_10_30\">Your Date of Birth*<\/label><br><input id=\"input_10_30\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_30\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_30_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_30\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><label class=\"gfield_label\" for=\"input_10_154\">Your Spouse's Date of Birth*<\/label><br><input id=\"input_10_154\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_154\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_154_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_154\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><\/p>\n<fieldset id=\"field_10_238\" data-js-reload=\"field_10_238\"><legend class=\"gfield_label\">Are you the Primary Shareholder of any Corporations or the Member of any Companies or Partnerships?<\/legend>\n<p>If you own your own business or have a large stake in one, your interest in that business may be included in your estate plan to avoid probate and\/or unnecessary expenses and litigation.<br><input id=\"choice_10_238_0\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_238\"><br><label id=\"label_10_238_0\" for=\"choice_10_238_0\">Yes<\/label><br><input id=\"choice_10_238_1\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"No\"><br><label id=\"label_10_238_1\" for=\"choice_10_238_1\">No<\/label><br><input id=\"choice_10_238_2\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Other\"><br><label id=\"label_10_238_2\" for=\"choice_10_238_2\">Other<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_239\">Business Interests<\/label>Please describe in detail the nature of your interest in any of these businesses as well as the nature of the business itself.<textarea id=\"input_10_239\" class=\"textarea large\" cols=\"50\" name=\"input_239\" rows=\"10\" aria-describedby=\"gfield_description_10_239\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_211\" data-js-reload=\"field_10_211\"><legend class=\"gfield_label\">Do you have any children?*<\/legend>\n<p>This includes natural, adopted, and fostered.<br><input id=\"choice_10_211_0\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_211\"><br><label id=\"label_10_211_0\" for=\"choice_10_211_0\">Yes<\/label><br><input id=\"choice_10_211_1\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"No\"><br><label id=\"label_10_211_1\" for=\"choice_10_211_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_215\" data-js-reload=\"field_10_215\"><legend class=\"gfield_label\">How many children do you have?*<\/legend>\n<p><input id=\"choice_10_215_0\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"1\"><br><label id=\"label_10_215_0\" for=\"choice_10_215_0\">1<\/label><br><input id=\"choice_10_215_1\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"2\"><br><label id=\"label_10_215_1\" for=\"choice_10_215_1\">2<\/label><br><input id=\"choice_10_215_2\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"3\"><br><label id=\"label_10_215_2\" for=\"choice_10_215_2\">3<\/label><br><input id=\"choice_10_215_3\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"4\"><br><label id=\"label_10_215_3\" for=\"choice_10_215_3\">4<\/label><br><input id=\"choice_10_215_4\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"5\"><br><label id=\"label_10_215_4\" for=\"choice_10_215_4\">5<\/label><br><input id=\"choice_10_215_5\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"6\"><br><label id=\"label_10_215_5\" for=\"choice_10_215_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_219\">Child 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_219\" class=\"textarea large\" cols=\"50\" name=\"input_219\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_220\">Child 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_220\" class=\"textarea large\" cols=\"50\" name=\"input_220\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_244\">Child 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_244\" class=\"textarea large\" cols=\"50\" name=\"input_244\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_245\">Child 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_245\" class=\"textarea large\" cols=\"50\" name=\"input_245\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_223\">Child 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_223\" class=\"textarea large\" cols=\"50\" name=\"input_223\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_224\">Child 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_224\" class=\"textarea large\" cols=\"50\" name=\"input_224\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_240\" data-js-reload=\"field_10_240\"><legend class=\"gfield_label\">Do you have any grandchildren?*<\/legend>\n<p><input id=\"choice_10_240_0\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"Yes\"><br><label id=\"label_10_240_0\" for=\"choice_10_240_0\">Yes<\/label><br><input id=\"choice_10_240_1\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"No\"><br><label id=\"label_10_240_1\" for=\"choice_10_240_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_241\" data-js-reload=\"field_10_241\"><legend class=\"gfield_label\">How many grandchildren do you have?*<\/legend>\n<p><input id=\"choice_10_241_0\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"1\"><br><label id=\"label_10_241_0\" for=\"choice_10_241_0\">1<\/label><br><input id=\"choice_10_241_1\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"2\"><br><label id=\"label_10_241_1\" for=\"choice_10_241_1\">2<\/label><br><input id=\"choice_10_241_2\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"3\"><br><label id=\"label_10_241_2\" for=\"choice_10_241_2\">3<\/label><br><input id=\"choice_10_241_3\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"4\"><br><label id=\"label_10_241_3\" for=\"choice_10_241_3\">4<\/label><br><input id=\"choice_10_241_4\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"5\"><br><label id=\"label_10_241_4\" for=\"choice_10_241_4\">5<\/label><br><input id=\"choice_10_241_5\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"6\"><br><label id=\"label_10_241_5\" for=\"choice_10_241_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_242\">Grandchild 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_242\" class=\"textarea large\" cols=\"50\" name=\"input_242\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_243\">Grandchild 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_243\" class=\"textarea large\" cols=\"50\" name=\"input_243\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_221\">Grandchild 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_221\" class=\"textarea large\" cols=\"50\" name=\"input_221\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_222\">Grandchild 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_222\" class=\"textarea large\" cols=\"50\" name=\"input_222\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_246\">Grandchild 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_246\" class=\"textarea large\" cols=\"50\" name=\"input_246\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_247\">Grandchild 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_247\" class=\"textarea large\" cols=\"50\" name=\"input_247\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_236\">Asset & Property Distribution (Who gets what?)*<\/label>Please let your attorney know how you would like your assets and possessions distributed after you've passed away. <textarea id=\"input_10_236\" class=\"textarea large\" cols=\"50\" name=\"input_236\" rows=\"10\" aria-describedby=\"gfield_description_10_236\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_225\">Who would you like to choose as your primary Trustee \/ Personal Representative if you were to pass away?*<\/label>Most married couples select their surviving spouse as their 1st choice but this decision is completely up to you. You're essentially choosing the person in your life you trust the most to carry out your wishes in your absence.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_225\" class=\"textarea large\" cols=\"50\" name=\"input_225\" rows=\"10\" aria-describedby=\"gfield_description_10_225\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_226\">Who would you like to choose as your backup Trustee \/ Personal Representative if you were to pass away?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Trustee \/ Personal Representative, this is the next best person for the job.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_226\" class=\"textarea large\" cols=\"50\" name=\"input_226\" rows=\"10\" aria-describedby=\"gfield_description_10_226\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_229\">Who would you like to choose as your primary Power of Attorney (POA) if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to financial and administrative decisions while you're still alive, but incapacitated.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_229\" class=\"textarea large\" cols=\"50\" name=\"input_229\" rows=\"10\" aria-describedby=\"gfield_description_10_229\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_230\">Who would you like to choose as your backup Power of Attorney if you were to become incapacitated?*<\/label>If your primary POA choice predeceases you or is otherwise unable or unwilling to act as your Attorney-in-Fact, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_230\" class=\"textarea large\" cols=\"50\" name=\"input_230\" rows=\"10\" aria-describedby=\"gfield_description_10_230\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_231\">Who would you like to choose as your primary Healthcare Surrogate if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to your medical and physical care decisions while you're still alive, but incapacitated and unable to speak or communicate for yourself.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_231\" class=\"textarea large\" cols=\"50\" name=\"input_231\" rows=\"10\" aria-describedby=\"gfield_description_10_231\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_232\">Who would you like to choose as your backup Healthcare Surrogate if you were to become incapacitated?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Healthcare Surrogate, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_232\" class=\"textarea large\" cols=\"50\" name=\"input_232\" rows=\"10\" aria-describedby=\"gfield_description_10_232\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_235\">Burial\/Cremation Preferences*<\/label>This is not a question anyone likes to spend a lot of time thinking about, but please let your attorney know if you have any special preferences or instructions with regard to your funeral and burial or cremation ceremony.<textarea id=\"input_10_235\" class=\"textarea large\" cols=\"50\" name=\"input_235\" rows=\"10\" aria-describedby=\"gfield_description_10_235\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_237\">Other Concerns or Questions<\/label>Please use this space to submit any additional questions or concerns about your estate plan to your attorney.<textarea id=\"input_10_237\" class=\"textarea large\" cols=\"50\" name=\"input_237\" rows=\"10\" aria-describedby=\"gfield_description_10_237\" aria-invalid=\"false\"><\/textarea><\/p>\n<h3>Congrats! You've reached the end of the questionnaire.<\/h3>\n<p>If you have not already submitted the required documents to your attorney, you may do so by uploading them below. You may also email the required documents to <a href=\"mailto:emil@fleysherlaw.com\">emil@fleysherlaw.com<\/a><label class=\"gfield_label\" for=\"gform_browse_button_10_122\">Prior Estate Planning Documents<\/label>Please provide any prior existing wills, trusts, power of attorney documents, etc.<br>Drop files here or<br><button id=\"gform_browse_button_10_122\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_122 gfield_description_10_122\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_122\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"gform_browse_button_10_145\">Misc.<\/label>If you have any additional documents you would like to provide to your attorney please upload them here.<br>Drop files here or<br><button id=\"gform_browse_button_10_145\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_145 gfield_description_10_145\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_145\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"input_10_248\">Comments<\/label>This field is for validation purposes and should be left unchanged.<input id=\"input_10_248\" autocomplete=\"new-password\" name=\"input_248\" type=\"text\" value=\"\"><br><input id=\"gform_submit_button_10\" class=\"gform_button button\" type=\"submit\" value=\"Submit\"> <button id=\"gform_save_10_footer_link\" class=\"gform_save_link button\" type=\"button\"> Save and Continue Later<\/button><input name=\"gform_ajax\" type=\"hidden\" value=\"form_id=10&title=yes&description=yes&tabindex=0\"><br><input class=\"gform_hidden\" name=\"is_submit_10\" type=\"hidden\" value=\"1\"><br><input class=\"gform_hidden\" name=\"gform_submit\" type=\"hidden\" value=\"10\"><br><input id=\"gform_save_10\" class=\"gform_hidden\" name=\"gform_save\" type=\"hidden\" value=\"\"><br><input id=\"gform_resume_token_10\" class=\"gform_hidden\" name=\"gform_resume_token\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"gform_unique_id\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"state_10\" type=\"hidden\" value=\"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\"><br><input id=\"gform_target_page_number_10\" class=\"gform_hidden\" name=\"gform_target_page_number_10\" type=\"hidden\" value=\"0\"><br><input id=\"gform_source_page_number_10\" class=\"gform_hidden\" name=\"gform_source_page_number_10\" type=\"hidden\" value=\"1\"><br><input name=\"gform_field_values\" type=\"hidden\" value=\"\"><br><input id=\"gform_uploaded_files_10\" name=\"gform_uploaded_files\" type=\"hidden\" value=\"\"><\/p>\n<\/form>\n\n\n\n<p><iframe id=\"gform_ajax_frame_10\" style=\"display: none; width: 0px; height: 0px;\" title=\"This iframe contains the logic required to handle Ajax powered Gravity Forms.\" src=\"about:blank\" name=\"gform_ajax_frame_10\"><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Return to Our Website<\/h2>\n\n\n\n<p><a href=\"https:\/\/fleysherlaw.com\/\" target=\"_self\" rel=\"noopener\">www.fleysherlaw.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Search<\/h2>\n","protected":false},"excerpt":{"rendered":"<p>Online Estate Planning Questionnaire \"*\" indicates required fields Your Estate Planning Questionnaire Thank you for getting started! This questionnaire is a convenient and secure option for providing your attorney with the preliminary information needed to prepare the initial draft of your Estate Plan.After you've submitted the form, your attorney will receive the information and […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-14308","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning Questionnaire | Fleysher Law<\/title>\n<meta name=\"description\" content=\"Estate Planning Questionnaire\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning 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Single<\/label>Married<\/label>Separated<\/label>Divorced<\/label>Widowed<\/label>Other<\/label><\/p>\n<\/fieldset>Your Spouse's Name*<\/legend>\nFirst<\/label>Last<\/label><\/p>\n<\/fieldset>Your Former Spouse's Name*<\/legend>\nFirst<\/label>Last<\/label><\/p>\n<\/fieldset>\nYour Current Address*<\/label>Enter the address of your primary residence.<\/p>\n <\/div>\nDo you own or rent your primary residence?*<\/legend>\nOwn<\/label>Rent<\/label>Other<\/label><\/p>\n<\/fieldset>Do you own or have a legal interest in any Real Estate other than your primary residence?*<\/legend>\nThis can include investment properties, vacation homes, vacant land, etc. that you are a full or part owner of.Yes<\/label>No<\/label>Other<\/label><\/p>\n<\/fieldset>\nOther Real Estate*<\/label>Please list any properties you own or have an ownership interest in. Be sure to include the address, the nature of your ownership interest, and a brief description of what the property is used for.<\/textarea><label class=\"gfield_label\" for=\"input_10_6\">Your Phone Number*<\/label><input id=\"input_10_6\" class=\"medium\" name=\"input_6\" type=\"text\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"> <label class=\"gfield_label\" for=\"input_10_31\">Your Email Address*<\/label><br><input id=\"input_10_31\" class=\"medium\" name=\"input_31\" type=\"email\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"><br><label class=\"gfield_label\" for=\"input_10_30\">Your Date of Birth*<\/label><br><input id=\"input_10_30\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_30\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_30_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_30\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><label class=\"gfield_label\" for=\"input_10_154\">Your Spouse's Date of Birth*<\/label><br><input id=\"input_10_154\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_154\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_154_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_154\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><\/p>\n<fieldset id=\"field_10_238\" data-js-reload=\"field_10_238\"><legend class=\"gfield_label\">Are you the Primary Shareholder of any Corporations or the Member of any Companies or Partnerships?<\/legend>\n<p>If you own your own business or have a large stake in one, your interest in that business may be included in your estate plan to avoid probate and\/or unnecessary expenses and litigation.<br><input id=\"choice_10_238_0\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_238\"><br><label id=\"label_10_238_0\" for=\"choice_10_238_0\">Yes<\/label><br><input id=\"choice_10_238_1\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"No\"><br><label id=\"label_10_238_1\" for=\"choice_10_238_1\">No<\/label><br><input id=\"choice_10_238_2\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Other\"><br><label id=\"label_10_238_2\" for=\"choice_10_238_2\">Other<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_239\">Business Interests<\/label>Please describe in detail the nature of your interest in any of these businesses as well as the nature of the business itself.<textarea id=\"input_10_239\" class=\"textarea large\" cols=\"50\" name=\"input_239\" rows=\"10\" aria-describedby=\"gfield_description_10_239\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_211\" data-js-reload=\"field_10_211\"><legend class=\"gfield_label\">Do you have any children?*<\/legend>\n<p>This includes natural, adopted, and fostered.<br><input id=\"choice_10_211_0\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_211\"><br><label id=\"label_10_211_0\" for=\"choice_10_211_0\">Yes<\/label><br><input id=\"choice_10_211_1\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"No\"><br><label id=\"label_10_211_1\" for=\"choice_10_211_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_215\" data-js-reload=\"field_10_215\"><legend class=\"gfield_label\">How many children do you have?*<\/legend>\n<p><input id=\"choice_10_215_0\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"1\"><br><label id=\"label_10_215_0\" for=\"choice_10_215_0\">1<\/label><br><input id=\"choice_10_215_1\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"2\"><br><label id=\"label_10_215_1\" for=\"choice_10_215_1\">2<\/label><br><input id=\"choice_10_215_2\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"3\"><br><label id=\"label_10_215_2\" for=\"choice_10_215_2\">3<\/label><br><input id=\"choice_10_215_3\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"4\"><br><label id=\"label_10_215_3\" for=\"choice_10_215_3\">4<\/label><br><input id=\"choice_10_215_4\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"5\"><br><label id=\"label_10_215_4\" for=\"choice_10_215_4\">5<\/label><br><input id=\"choice_10_215_5\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"6\"><br><label id=\"label_10_215_5\" for=\"choice_10_215_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_219\">Child 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_219\" class=\"textarea large\" cols=\"50\" name=\"input_219\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_220\">Child 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_220\" class=\"textarea large\" cols=\"50\" name=\"input_220\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_244\">Child 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_244\" class=\"textarea large\" cols=\"50\" name=\"input_244\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_245\">Child 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_245\" class=\"textarea large\" cols=\"50\" name=\"input_245\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_223\">Child 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_223\" class=\"textarea large\" cols=\"50\" name=\"input_223\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_224\">Child 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_224\" class=\"textarea large\" cols=\"50\" name=\"input_224\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_240\" data-js-reload=\"field_10_240\"><legend class=\"gfield_label\">Do you have any grandchildren?*<\/legend>\n<p><input id=\"choice_10_240_0\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"Yes\"><br><label id=\"label_10_240_0\" for=\"choice_10_240_0\">Yes<\/label><br><input id=\"choice_10_240_1\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"No\"><br><label id=\"label_10_240_1\" for=\"choice_10_240_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_241\" data-js-reload=\"field_10_241\"><legend class=\"gfield_label\">How many grandchildren do you have?*<\/legend>\n<p><input id=\"choice_10_241_0\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"1\"><br><label id=\"label_10_241_0\" for=\"choice_10_241_0\">1<\/label><br><input id=\"choice_10_241_1\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"2\"><br><label id=\"label_10_241_1\" for=\"choice_10_241_1\">2<\/label><br><input id=\"choice_10_241_2\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"3\"><br><label id=\"label_10_241_2\" for=\"choice_10_241_2\">3<\/label><br><input id=\"choice_10_241_3\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"4\"><br><label id=\"label_10_241_3\" for=\"choice_10_241_3\">4<\/label><br><input id=\"choice_10_241_4\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"5\"><br><label id=\"label_10_241_4\" for=\"choice_10_241_4\">5<\/label><br><input id=\"choice_10_241_5\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"6\"><br><label id=\"label_10_241_5\" for=\"choice_10_241_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_242\">Grandchild 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_242\" class=\"textarea large\" cols=\"50\" name=\"input_242\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_243\">Grandchild 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_243\" class=\"textarea large\" cols=\"50\" name=\"input_243\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_221\">Grandchild 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_221\" class=\"textarea large\" cols=\"50\" name=\"input_221\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_222\">Grandchild 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_222\" class=\"textarea large\" cols=\"50\" name=\"input_222\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_246\">Grandchild 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_246\" class=\"textarea large\" cols=\"50\" name=\"input_246\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_247\">Grandchild 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_247\" class=\"textarea large\" cols=\"50\" name=\"input_247\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_236\">Asset & Property Distribution (Who gets what?)*<\/label>Please let your attorney know how you would like your assets and possessions distributed after you've passed away. <textarea id=\"input_10_236\" class=\"textarea large\" cols=\"50\" name=\"input_236\" rows=\"10\" aria-describedby=\"gfield_description_10_236\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_225\">Who would you like to choose as your primary Trustee \/ Personal Representative if you were to pass away?*<\/label>Most married couples select their surviving spouse as their 1st choice but this decision is completely up to you. You're essentially choosing the person in your life you trust the most to carry out your wishes in your absence.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_225\" class=\"textarea large\" cols=\"50\" name=\"input_225\" rows=\"10\" aria-describedby=\"gfield_description_10_225\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_226\">Who would you like to choose as your backup Trustee \/ Personal Representative if you were to pass away?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Trustee \/ Personal Representative, this is the next best person for the job.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_226\" class=\"textarea large\" cols=\"50\" name=\"input_226\" rows=\"10\" aria-describedby=\"gfield_description_10_226\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_229\">Who would you like to choose as your primary Power of Attorney (POA) if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to financial and administrative decisions while you're still alive, but incapacitated.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_229\" class=\"textarea large\" cols=\"50\" name=\"input_229\" rows=\"10\" aria-describedby=\"gfield_description_10_229\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_230\">Who would you like to choose as your backup Power of Attorney if you were to become incapacitated?*<\/label>If your primary POA choice predeceases you or is otherwise unable or unwilling to act as your Attorney-in-Fact, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_230\" class=\"textarea large\" cols=\"50\" name=\"input_230\" rows=\"10\" aria-describedby=\"gfield_description_10_230\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_231\">Who would you like to choose as your primary Healthcare Surrogate if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to your medical and physical care decisions while you're still alive, but incapacitated and unable to speak or communicate for yourself.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_231\" class=\"textarea large\" cols=\"50\" name=\"input_231\" rows=\"10\" aria-describedby=\"gfield_description_10_231\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_232\">Who would you like to choose as your backup Healthcare Surrogate if you were to become incapacitated?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Healthcare Surrogate, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_232\" class=\"textarea large\" cols=\"50\" name=\"input_232\" rows=\"10\" aria-describedby=\"gfield_description_10_232\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_235\">Burial\/Cremation Preferences*<\/label>This is not a question anyone likes to spend a lot of time thinking about, but please let your attorney know if you have any special preferences or instructions with regard to your funeral and burial or cremation ceremony.<textarea id=\"input_10_235\" class=\"textarea large\" cols=\"50\" name=\"input_235\" rows=\"10\" aria-describedby=\"gfield_description_10_235\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_237\">Other Concerns or Questions<\/label>Please use this space to submit any additional questions or concerns about your estate plan to your attorney.<textarea id=\"input_10_237\" class=\"textarea large\" cols=\"50\" name=\"input_237\" rows=\"10\" aria-describedby=\"gfield_description_10_237\" aria-invalid=\"false\"><\/textarea><\/p>\n<h3>Congrats! You've reached the end of the questionnaire.<\/h3>\n<p>If you have not already submitted the required documents to your attorney, you may do so by uploading them below. You may also email the required documents to <a href=\"mailto:emil@fleysherlaw.com\">emil@fleysherlaw.com<\/a><label class=\"gfield_label\" for=\"gform_browse_button_10_122\">Prior Estate Planning Documents<\/label>Please provide any prior existing wills, trusts, power of attorney documents, etc.<br>Drop files here or<br><button id=\"gform_browse_button_10_122\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_122 gfield_description_10_122\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_122\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"gform_browse_button_10_145\">Misc.<\/label>If you have any additional documents you would like to provide to your attorney please upload them here.<br>Drop files here or<br><button id=\"gform_browse_button_10_145\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_145 gfield_description_10_145\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_145\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"input_10_248\">Comments<\/label>This field is for validation purposes and should be left unchanged.<input id=\"input_10_248\" autocomplete=\"new-password\" name=\"input_248\" type=\"text\" value=\"\"><br><input id=\"gform_submit_button_10\" class=\"gform_button button\" type=\"submit\" value=\"Submit\"> <button id=\"gform_save_10_footer_link\" class=\"gform_save_link button\" type=\"button\"> Save and Continue Later<\/button><input name=\"gform_ajax\" type=\"hidden\" value=\"form_id=10&title=yes&description=yes&tabindex=0\"><br><input class=\"gform_hidden\" name=\"is_submit_10\" type=\"hidden\" value=\"1\"><br><input class=\"gform_hidden\" name=\"gform_submit\" type=\"hidden\" value=\"10\"><br><input id=\"gform_save_10\" class=\"gform_hidden\" name=\"gform_save\" type=\"hidden\" value=\"\"><br><input id=\"gform_resume_token_10\" class=\"gform_hidden\" name=\"gform_resume_token\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"gform_unique_id\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"state_10\" type=\"hidden\" value=\"WyJ7XCIyMDlcIjpbXCIyNjM4ZDI3ODM3MTY4NDU2YjAyMzA1MGY0NmFmMGZhNFwiLFwiYjQxYzZmM2NhY2QyMWM2OWU0OTI0MDEyZjc2M2ZlYWNcIixcIjEwZmNlNTJiNjk5NDA5ZTQ0NDQ4YTdiMmJjMjE5ZjBhXCIsXCIzYmVkZjBlNmZmNWM3MmVhMTBhMWMyNDBlZThmOTYyOVwiLFwiMGRhYjViYmViMThlOGNiMDQ4Y2JjNjA4Y2JmM2M1Y2FcIl0sXCIyMjhcIjpbXCJjYjI2YTY4YmEwY2IzNDRkMzEyYzZmZDIzNDkwNTA0N1wiLFwiZWFjMzU2MjlkMzQ0OTRlZjEzNTQyOGQ4ZjUyMDIzY2VcIixcImE1ODQ1NDEyNDAzN2EzNGMwM2U0NzVlYjM0MTdiMWU0XCJdLFwiMjMzXCI6W1wiMmY3ZmQ4MmEzYjVkNjA2ZmNkM2M0ZWI4OTQwMmQ2NDlcIixcIjhlZDVkZDk1OTBiYjMzMGZkZmJlMmNhMzM3NDQ3ZDkxXCIsXCJhNTg0NTQxMjQwMzdhMzRjMDNlNDc1ZWIzNDE3YjFlNFwiXSxcIjIzOFwiOltcIjJmN2ZkODJhM2I1ZDYwNmZjZDNjNGViODk0MDJkNjQ5XCIsXCI4ZWQ1ZGQ5NTkwYmIzMzBmZGZiZTJjYTMzNzQ0N2Q5MVwiLFwiYTU4NDU0MTI0MDM3YTM0YzAzZTQ3NWViMzQxN2IxZTRcIl0sXCIyMTFcIjpbXCIyZjdmZDgyYTNiNWQ2MDZmY2QzYzRlYjg5NDAyZDY0OVwiLFwiOGVkNWRkOTU5MGJiMzMwZmRmYmUyY2EzMzc0NDdkOTFcIl0sXCIyMTVcIjpbXCJjMWUzZTRlZGM0NDhlNzBmNjUzYjc0YjBkOTNhMWM5N1wiLFwiZGFlNmIyYzc4YmQ5MjM2ZDM3MmIwMjU4YWE0YzQ0MDhcIixcImY5MzQ5YTQ5MjQyYjQxNzM4OGM1NGY3MTFlNjUxNmQ5XCIsXCI2ZGRmYjZiOTIwOWZhM2FhM2NmM2I2ZDM1MzUxMzFlZlwiLFwiNTUxMTNmNzllMjhlM2I1MmE1Y2ZlMTczYTgyOTFkOTNcIixcIjUwZWYxZGIxZjAzOTQyZWIyMjRjYjc2MjgzMjM3YTZlXCJdLFwiMjQwXCI6W1wiMmY3ZmQ4MmEzYjVkNjA2ZmNkM2M0ZWI4OTQwMmQ2NDlcIixcIjhlZDVkZDk1OTBiYjMzMGZkZmJlMmNhMzM3NDQ3ZDkxXCJdLFwiMjQxXCI6W1wiYzFlM2U0ZWRjNDQ4ZTcwZjY1M2I3NGIwZDkzYTFjOTdcIixcImRhZTZiMmM3OGJkOTIzNmQzNzJiMDI1OGFhNGM0NDA4XCIsXCJmOTM0OWE0OTI0MmI0MTczODhjNTRmNzExZTY1MTZkOVwiLFwiNmRkZmI2YjkyMDlmYTNhYTNjZjNiNmQzNTM1MTMxZWZcIixcIjU1MTEzZjc5ZTI4ZTNiNTJhNWNmZTE3M2E4MjkxZDkzXCIsXCI1MGVmMWRiMWYwMzk0MmViMjI0Y2I3NjI4MzIzN2E2ZVwiXX0iLCI0ZTdjZDRkMWNhZjE0MGZkMmUxODk2NTRjMzQ1Y2JlOCJd\"><br><input id=\"gform_target_page_number_10\" class=\"gform_hidden\" name=\"gform_target_page_number_10\" type=\"hidden\" value=\"0\"><br><input id=\"gform_source_page_number_10\" class=\"gform_hidden\" name=\"gform_source_page_number_10\" type=\"hidden\" value=\"1\"><br><input name=\"gform_field_values\" type=\"hidden\" value=\"\"><br><input id=\"gform_uploaded_files_10\" name=\"gform_uploaded_files\" type=\"hidden\" value=\"\"><\/p>\n<\/form>\n\n\n\n<p><iframe id=\"gform_ajax_frame_10\" style=\"display: none; width: 0px; height: 0px;\" title=\"This iframe contains the logic required to handle Ajax powered Gravity Forms.\" src=\"about:blank\" name=\"gform_ajax_frame_10\"><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Return to Our Website<\/h2>\n\n\n\n<p><a href=\"https:\/\/fleysherlaw.com\/\" target=\"_self\" rel=\"noopener\">www.fleysherlaw.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Search<\/h2>\n","protected":false},"excerpt":{"rendered":"<p>Online Estate Planning Questionnaire \"*\" indicates required fields Your Estate Planning Questionnaire Thank you for getting started! This questionnaire is a convenient and secure option for providing your attorney with the preliminary information needed to prepare the initial draft of your Estate Plan.After you've submitted the form, your attorney will receive the information and […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-14308","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning Questionnaire | Fleysher Law<\/title>\n<meta name=\"description\" content=\"Estate Planning Questionnaire\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning 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First<\/label>Last<\/label><\/p>\n<\/fieldset>Your Former Spouse's Name*<\/legend>\nFirst<\/label>Last<\/label><\/p>\n<\/fieldset>\nYour Current Address*<\/label>Enter the address of your primary residence.<\/p>\n <\/div>\nDo you own or rent your primary residence?*<\/legend>\nOwn<\/label>Rent<\/label>Other<\/label><\/p>\n<\/fieldset>Do you own or have a legal interest in any Real Estate other than your primary residence?*<\/legend>\nThis can include investment properties, vacation homes, vacant land, etc. that you are a full or part owner of.Yes<\/label>No<\/label>Other<\/label><\/p>\n<\/fieldset>\nOther Real Estate*<\/label>Please list any properties you own or have an ownership interest in. Be sure to include the address, the nature of your ownership interest, and a brief description of what the property is used for.<\/textarea><label class=\"gfield_label\" for=\"input_10_6\">Your Phone Number*<\/label><input id=\"input_10_6\" class=\"medium\" name=\"input_6\" type=\"text\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"> <label class=\"gfield_label\" for=\"input_10_31\">Your Email Address*<\/label><br><input id=\"input_10_31\" class=\"medium\" name=\"input_31\" type=\"email\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"><br><label class=\"gfield_label\" for=\"input_10_30\">Your Date of Birth*<\/label><br><input id=\"input_10_30\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_30\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_30_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_30\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><label class=\"gfield_label\" for=\"input_10_154\">Your Spouse's Date of Birth*<\/label><br><input id=\"input_10_154\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_154\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_154_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_154\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><\/p>\n<fieldset id=\"field_10_238\" data-js-reload=\"field_10_238\"><legend class=\"gfield_label\">Are you the Primary Shareholder of any Corporations or the Member of any Companies or Partnerships?<\/legend>\n<p>If you own your own business or have a large stake in one, your interest in that business may be included in your estate plan to avoid probate and\/or unnecessary expenses and litigation.<br><input id=\"choice_10_238_0\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_238\"><br><label id=\"label_10_238_0\" for=\"choice_10_238_0\">Yes<\/label><br><input id=\"choice_10_238_1\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"No\"><br><label id=\"label_10_238_1\" for=\"choice_10_238_1\">No<\/label><br><input id=\"choice_10_238_2\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Other\"><br><label id=\"label_10_238_2\" for=\"choice_10_238_2\">Other<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_239\">Business Interests<\/label>Please describe in detail the nature of your interest in any of these businesses as well as the nature of the business itself.<textarea id=\"input_10_239\" class=\"textarea large\" cols=\"50\" name=\"input_239\" rows=\"10\" aria-describedby=\"gfield_description_10_239\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_211\" data-js-reload=\"field_10_211\"><legend class=\"gfield_label\">Do you have any children?*<\/legend>\n<p>This includes natural, adopted, and fostered.<br><input id=\"choice_10_211_0\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_211\"><br><label id=\"label_10_211_0\" for=\"choice_10_211_0\">Yes<\/label><br><input id=\"choice_10_211_1\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"No\"><br><label id=\"label_10_211_1\" for=\"choice_10_211_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_215\" data-js-reload=\"field_10_215\"><legend class=\"gfield_label\">How many children do you have?*<\/legend>\n<p><input id=\"choice_10_215_0\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"1\"><br><label id=\"label_10_215_0\" for=\"choice_10_215_0\">1<\/label><br><input id=\"choice_10_215_1\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"2\"><br><label id=\"label_10_215_1\" for=\"choice_10_215_1\">2<\/label><br><input id=\"choice_10_215_2\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"3\"><br><label id=\"label_10_215_2\" for=\"choice_10_215_2\">3<\/label><br><input id=\"choice_10_215_3\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"4\"><br><label id=\"label_10_215_3\" for=\"choice_10_215_3\">4<\/label><br><input id=\"choice_10_215_4\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"5\"><br><label id=\"label_10_215_4\" for=\"choice_10_215_4\">5<\/label><br><input id=\"choice_10_215_5\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"6\"><br><label id=\"label_10_215_5\" for=\"choice_10_215_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_219\">Child 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_219\" class=\"textarea large\" cols=\"50\" name=\"input_219\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_220\">Child 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_220\" class=\"textarea large\" cols=\"50\" name=\"input_220\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_244\">Child 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_244\" class=\"textarea large\" cols=\"50\" name=\"input_244\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_245\">Child 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_245\" class=\"textarea large\" cols=\"50\" name=\"input_245\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_223\">Child 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_223\" class=\"textarea large\" cols=\"50\" name=\"input_223\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_224\">Child 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_224\" class=\"textarea large\" cols=\"50\" name=\"input_224\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_240\" data-js-reload=\"field_10_240\"><legend class=\"gfield_label\">Do you have any grandchildren?*<\/legend>\n<p><input id=\"choice_10_240_0\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"Yes\"><br><label id=\"label_10_240_0\" for=\"choice_10_240_0\">Yes<\/label><br><input id=\"choice_10_240_1\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"No\"><br><label id=\"label_10_240_1\" for=\"choice_10_240_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_241\" data-js-reload=\"field_10_241\"><legend class=\"gfield_label\">How many grandchildren do you have?*<\/legend>\n<p><input id=\"choice_10_241_0\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"1\"><br><label id=\"label_10_241_0\" for=\"choice_10_241_0\">1<\/label><br><input id=\"choice_10_241_1\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"2\"><br><label id=\"label_10_241_1\" for=\"choice_10_241_1\">2<\/label><br><input id=\"choice_10_241_2\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"3\"><br><label id=\"label_10_241_2\" for=\"choice_10_241_2\">3<\/label><br><input id=\"choice_10_241_3\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"4\"><br><label id=\"label_10_241_3\" for=\"choice_10_241_3\">4<\/label><br><input id=\"choice_10_241_4\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"5\"><br><label id=\"label_10_241_4\" for=\"choice_10_241_4\">5<\/label><br><input id=\"choice_10_241_5\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"6\"><br><label id=\"label_10_241_5\" for=\"choice_10_241_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_242\">Grandchild 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_242\" class=\"textarea large\" cols=\"50\" name=\"input_242\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_243\">Grandchild 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_243\" class=\"textarea large\" cols=\"50\" name=\"input_243\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_221\">Grandchild 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_221\" class=\"textarea large\" cols=\"50\" name=\"input_221\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_222\">Grandchild 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_222\" class=\"textarea large\" cols=\"50\" name=\"input_222\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_246\">Grandchild 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_246\" class=\"textarea large\" cols=\"50\" name=\"input_246\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_247\">Grandchild 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_247\" class=\"textarea large\" cols=\"50\" name=\"input_247\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_236\">Asset & Property Distribution (Who gets what?)*<\/label>Please let your attorney know how you would like your assets and possessions distributed after you've passed away. <textarea id=\"input_10_236\" class=\"textarea large\" cols=\"50\" name=\"input_236\" rows=\"10\" aria-describedby=\"gfield_description_10_236\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_225\">Who would you like to choose as your primary Trustee \/ Personal Representative if you were to pass away?*<\/label>Most married couples select their surviving spouse as their 1st choice but this decision is completely up to you. You're essentially choosing the person in your life you trust the most to carry out your wishes in your absence.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_225\" class=\"textarea large\" cols=\"50\" name=\"input_225\" rows=\"10\" aria-describedby=\"gfield_description_10_225\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_226\">Who would you like to choose as your backup Trustee \/ Personal Representative if you were to pass away?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Trustee \/ Personal Representative, this is the next best person for the job.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_226\" class=\"textarea large\" cols=\"50\" name=\"input_226\" rows=\"10\" aria-describedby=\"gfield_description_10_226\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_229\">Who would you like to choose as your primary Power of Attorney (POA) if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to financial and administrative decisions while you're still alive, but incapacitated.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_229\" class=\"textarea large\" cols=\"50\" name=\"input_229\" rows=\"10\" aria-describedby=\"gfield_description_10_229\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_230\">Who would you like to choose as your backup Power of Attorney if you were to become incapacitated?*<\/label>If your primary POA choice predeceases you or is otherwise unable or unwilling to act as your Attorney-in-Fact, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_230\" class=\"textarea large\" cols=\"50\" name=\"input_230\" rows=\"10\" aria-describedby=\"gfield_description_10_230\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_231\">Who would you like to choose as your primary Healthcare Surrogate if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to your medical and physical care decisions while you're still alive, but incapacitated and unable to speak or communicate for yourself.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_231\" class=\"textarea large\" cols=\"50\" name=\"input_231\" rows=\"10\" aria-describedby=\"gfield_description_10_231\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_232\">Who would you like to choose as your backup Healthcare Surrogate if you were to become incapacitated?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Healthcare Surrogate, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_232\" class=\"textarea large\" cols=\"50\" name=\"input_232\" rows=\"10\" aria-describedby=\"gfield_description_10_232\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_235\">Burial\/Cremation Preferences*<\/label>This is not a question anyone likes to spend a lot of time thinking about, but please let your attorney know if you have any special preferences or instructions with regard to your funeral and burial or cremation ceremony.<textarea id=\"input_10_235\" class=\"textarea large\" cols=\"50\" name=\"input_235\" rows=\"10\" aria-describedby=\"gfield_description_10_235\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_237\">Other Concerns or Questions<\/label>Please use this space to submit any additional questions or concerns about your estate plan to your attorney.<textarea id=\"input_10_237\" class=\"textarea large\" cols=\"50\" name=\"input_237\" rows=\"10\" aria-describedby=\"gfield_description_10_237\" aria-invalid=\"false\"><\/textarea><\/p>\n<h3>Congrats! You've reached the end of the questionnaire.<\/h3>\n<p>If you have not already submitted the required documents to your attorney, you may do so by uploading them below. You may also email the required documents to <a href=\"mailto:emil@fleysherlaw.com\">emil@fleysherlaw.com<\/a><label class=\"gfield_label\" for=\"gform_browse_button_10_122\">Prior Estate Planning Documents<\/label>Please provide any prior existing wills, trusts, power of attorney documents, etc.<br>Drop files here or<br><button id=\"gform_browse_button_10_122\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_122 gfield_description_10_122\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_122\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"gform_browse_button_10_145\">Misc.<\/label>If you have any additional documents you would like to provide to your attorney please upload them here.<br>Drop files here or<br><button id=\"gform_browse_button_10_145\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_145 gfield_description_10_145\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_145\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"input_10_248\">Comments<\/label>This field is for validation purposes and should be left unchanged.<input id=\"input_10_248\" autocomplete=\"new-password\" name=\"input_248\" type=\"text\" value=\"\"><br><input id=\"gform_submit_button_10\" class=\"gform_button button\" type=\"submit\" value=\"Submit\"> <button id=\"gform_save_10_footer_link\" class=\"gform_save_link button\" type=\"button\"> Save and Continue Later<\/button><input name=\"gform_ajax\" type=\"hidden\" value=\"form_id=10&title=yes&description=yes&tabindex=0\"><br><input class=\"gform_hidden\" name=\"is_submit_10\" type=\"hidden\" value=\"1\"><br><input class=\"gform_hidden\" name=\"gform_submit\" type=\"hidden\" value=\"10\"><br><input id=\"gform_save_10\" class=\"gform_hidden\" name=\"gform_save\" type=\"hidden\" value=\"\"><br><input id=\"gform_resume_token_10\" class=\"gform_hidden\" name=\"gform_resume_token\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"gform_unique_id\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"state_10\" type=\"hidden\" value=\"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\"><br><input id=\"gform_target_page_number_10\" class=\"gform_hidden\" name=\"gform_target_page_number_10\" type=\"hidden\" value=\"0\"><br><input id=\"gform_source_page_number_10\" class=\"gform_hidden\" name=\"gform_source_page_number_10\" type=\"hidden\" value=\"1\"><br><input name=\"gform_field_values\" type=\"hidden\" value=\"\"><br><input id=\"gform_uploaded_files_10\" name=\"gform_uploaded_files\" type=\"hidden\" value=\"\"><\/p>\n<\/form>\n\n\n\n<p><iframe id=\"gform_ajax_frame_10\" style=\"display: none; width: 0px; height: 0px;\" title=\"This iframe contains the logic required to handle Ajax powered Gravity Forms.\" src=\"about:blank\" name=\"gform_ajax_frame_10\"><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Return to Our Website<\/h2>\n\n\n\n<p><a href=\"https:\/\/fleysherlaw.com\/\" target=\"_self\" rel=\"noopener\">www.fleysherlaw.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Search<\/h2>\n","protected":false},"excerpt":{"rendered":"<p>Online Estate Planning Questionnaire \"*\" indicates required fields Your Estate Planning Questionnaire Thank you for getting started! This questionnaire is a convenient and secure option for providing your attorney with the preliminary information needed to prepare the initial draft of your Estate Plan.After you've submitted the form, your attorney will receive the information and […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-14308","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning Questionnaire | Fleysher Law<\/title>\n<meta name=\"description\" content=\"Estate Planning Questionnaire\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning 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First<\/label>Last<\/label><\/p>\n<\/fieldset>\nYour Current Address*<\/label>Enter the address of your primary residence.<\/p>\n <\/div>\nDo you own or rent your primary residence?*<\/legend>\nOwn<\/label>Rent<\/label>Other<\/label><\/p>\n<\/fieldset>Do you own or have a legal interest in any Real Estate other than your primary residence?*<\/legend>\nThis can include investment properties, vacation homes, vacant land, etc. that you are a full or part owner of.Yes<\/label>No<\/label>Other<\/label><\/p>\n<\/fieldset>\nOther Real Estate*<\/label>Please list any properties you own or have an ownership interest in. Be sure to include the address, the nature of your ownership interest, and a brief description of what the property is used for.<\/textarea><label class=\"gfield_label\" for=\"input_10_6\">Your Phone Number*<\/label><input id=\"input_10_6\" class=\"medium\" name=\"input_6\" type=\"text\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"> <label class=\"gfield_label\" for=\"input_10_31\">Your Email Address*<\/label><br><input id=\"input_10_31\" class=\"medium\" name=\"input_31\" type=\"email\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"><br><label class=\"gfield_label\" for=\"input_10_30\">Your Date of Birth*<\/label><br><input id=\"input_10_30\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_30\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_30_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_30\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><label class=\"gfield_label\" for=\"input_10_154\">Your Spouse's Date of Birth*<\/label><br><input id=\"input_10_154\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_154\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_154_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_154\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><\/p>\n<fieldset id=\"field_10_238\" data-js-reload=\"field_10_238\"><legend class=\"gfield_label\">Are you the Primary Shareholder of any Corporations or the Member of any Companies or Partnerships?<\/legend>\n<p>If you own your own business or have a large stake in one, your interest in that business may be included in your estate plan to avoid probate and\/or unnecessary expenses and litigation.<br><input id=\"choice_10_238_0\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_238\"><br><label id=\"label_10_238_0\" for=\"choice_10_238_0\">Yes<\/label><br><input id=\"choice_10_238_1\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"No\"><br><label id=\"label_10_238_1\" for=\"choice_10_238_1\">No<\/label><br><input id=\"choice_10_238_2\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Other\"><br><label id=\"label_10_238_2\" for=\"choice_10_238_2\">Other<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_239\">Business Interests<\/label>Please describe in detail the nature of your interest in any of these businesses as well as the nature of the business itself.<textarea id=\"input_10_239\" class=\"textarea large\" cols=\"50\" name=\"input_239\" rows=\"10\" aria-describedby=\"gfield_description_10_239\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_211\" data-js-reload=\"field_10_211\"><legend class=\"gfield_label\">Do you have any children?*<\/legend>\n<p>This includes natural, adopted, and fostered.<br><input id=\"choice_10_211_0\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_211\"><br><label id=\"label_10_211_0\" for=\"choice_10_211_0\">Yes<\/label><br><input id=\"choice_10_211_1\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"No\"><br><label id=\"label_10_211_1\" for=\"choice_10_211_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_215\" data-js-reload=\"field_10_215\"><legend class=\"gfield_label\">How many children do you have?*<\/legend>\n<p><input id=\"choice_10_215_0\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"1\"><br><label id=\"label_10_215_0\" for=\"choice_10_215_0\">1<\/label><br><input id=\"choice_10_215_1\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"2\"><br><label id=\"label_10_215_1\" for=\"choice_10_215_1\">2<\/label><br><input id=\"choice_10_215_2\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"3\"><br><label id=\"label_10_215_2\" for=\"choice_10_215_2\">3<\/label><br><input id=\"choice_10_215_3\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"4\"><br><label id=\"label_10_215_3\" for=\"choice_10_215_3\">4<\/label><br><input id=\"choice_10_215_4\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"5\"><br><label id=\"label_10_215_4\" for=\"choice_10_215_4\">5<\/label><br><input id=\"choice_10_215_5\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"6\"><br><label id=\"label_10_215_5\" for=\"choice_10_215_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_219\">Child 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_219\" class=\"textarea large\" cols=\"50\" name=\"input_219\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_220\">Child 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_220\" class=\"textarea large\" cols=\"50\" name=\"input_220\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_244\">Child 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_244\" class=\"textarea large\" cols=\"50\" name=\"input_244\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_245\">Child 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_245\" class=\"textarea large\" cols=\"50\" name=\"input_245\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_223\">Child 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_223\" class=\"textarea large\" cols=\"50\" name=\"input_223\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_224\">Child 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_224\" class=\"textarea large\" cols=\"50\" name=\"input_224\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_240\" data-js-reload=\"field_10_240\"><legend class=\"gfield_label\">Do you have any grandchildren?*<\/legend>\n<p><input id=\"choice_10_240_0\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"Yes\"><br><label id=\"label_10_240_0\" for=\"choice_10_240_0\">Yes<\/label><br><input id=\"choice_10_240_1\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"No\"><br><label id=\"label_10_240_1\" for=\"choice_10_240_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_241\" data-js-reload=\"field_10_241\"><legend class=\"gfield_label\">How many grandchildren do you have?*<\/legend>\n<p><input id=\"choice_10_241_0\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"1\"><br><label id=\"label_10_241_0\" for=\"choice_10_241_0\">1<\/label><br><input id=\"choice_10_241_1\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"2\"><br><label id=\"label_10_241_1\" for=\"choice_10_241_1\">2<\/label><br><input id=\"choice_10_241_2\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"3\"><br><label id=\"label_10_241_2\" for=\"choice_10_241_2\">3<\/label><br><input id=\"choice_10_241_3\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"4\"><br><label id=\"label_10_241_3\" for=\"choice_10_241_3\">4<\/label><br><input id=\"choice_10_241_4\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"5\"><br><label id=\"label_10_241_4\" for=\"choice_10_241_4\">5<\/label><br><input id=\"choice_10_241_5\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"6\"><br><label id=\"label_10_241_5\" for=\"choice_10_241_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_242\">Grandchild 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_242\" class=\"textarea large\" cols=\"50\" name=\"input_242\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_243\">Grandchild 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_243\" class=\"textarea large\" cols=\"50\" name=\"input_243\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_221\">Grandchild 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_221\" class=\"textarea large\" cols=\"50\" name=\"input_221\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_222\">Grandchild 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_222\" class=\"textarea large\" cols=\"50\" name=\"input_222\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_246\">Grandchild 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_246\" class=\"textarea large\" cols=\"50\" name=\"input_246\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_247\">Grandchild 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_247\" class=\"textarea large\" cols=\"50\" name=\"input_247\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_236\">Asset & Property Distribution (Who gets what?)*<\/label>Please let your attorney know how you would like your assets and possessions distributed after you've passed away. <textarea id=\"input_10_236\" class=\"textarea large\" cols=\"50\" name=\"input_236\" rows=\"10\" aria-describedby=\"gfield_description_10_236\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_225\">Who would you like to choose as your primary Trustee \/ Personal Representative if you were to pass away?*<\/label>Most married couples select their surviving spouse as their 1st choice but this decision is completely up to you. You're essentially choosing the person in your life you trust the most to carry out your wishes in your absence.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_225\" class=\"textarea large\" cols=\"50\" name=\"input_225\" rows=\"10\" aria-describedby=\"gfield_description_10_225\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_226\">Who would you like to choose as your backup Trustee \/ Personal Representative if you were to pass away?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Trustee \/ Personal Representative, this is the next best person for the job.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_226\" class=\"textarea large\" cols=\"50\" name=\"input_226\" rows=\"10\" aria-describedby=\"gfield_description_10_226\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_229\">Who would you like to choose as your primary Power of Attorney (POA) if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to financial and administrative decisions while you're still alive, but incapacitated.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_229\" class=\"textarea large\" cols=\"50\" name=\"input_229\" rows=\"10\" aria-describedby=\"gfield_description_10_229\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_230\">Who would you like to choose as your backup Power of Attorney if you were to become incapacitated?*<\/label>If your primary POA choice predeceases you or is otherwise unable or unwilling to act as your Attorney-in-Fact, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_230\" class=\"textarea large\" cols=\"50\" name=\"input_230\" rows=\"10\" aria-describedby=\"gfield_description_10_230\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_231\">Who would you like to choose as your primary Healthcare Surrogate if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to your medical and physical care decisions while you're still alive, but incapacitated and unable to speak or communicate for yourself.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_231\" class=\"textarea large\" cols=\"50\" name=\"input_231\" rows=\"10\" aria-describedby=\"gfield_description_10_231\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_232\">Who would you like to choose as your backup Healthcare Surrogate if you were to become incapacitated?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Healthcare Surrogate, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_232\" class=\"textarea large\" cols=\"50\" name=\"input_232\" rows=\"10\" aria-describedby=\"gfield_description_10_232\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_235\">Burial\/Cremation Preferences*<\/label>This is not a question anyone likes to spend a lot of time thinking about, but please let your attorney know if you have any special preferences or instructions with regard to your funeral and burial or cremation ceremony.<textarea id=\"input_10_235\" class=\"textarea large\" cols=\"50\" name=\"input_235\" rows=\"10\" aria-describedby=\"gfield_description_10_235\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_237\">Other Concerns or Questions<\/label>Please use this space to submit any additional questions or concerns about your estate plan to your attorney.<textarea id=\"input_10_237\" class=\"textarea large\" cols=\"50\" name=\"input_237\" rows=\"10\" aria-describedby=\"gfield_description_10_237\" aria-invalid=\"false\"><\/textarea><\/p>\n<h3>Congrats! You've reached the end of the questionnaire.<\/h3>\n<p>If you have not already submitted the required documents to your attorney, you may do so by uploading them below. You may also email the required documents to <a href=\"mailto:emil@fleysherlaw.com\">emil@fleysherlaw.com<\/a><label class=\"gfield_label\" for=\"gform_browse_button_10_122\">Prior Estate Planning Documents<\/label>Please provide any prior existing wills, trusts, power of attorney documents, etc.<br>Drop files here or<br><button id=\"gform_browse_button_10_122\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_122 gfield_description_10_122\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_122\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"gform_browse_button_10_145\">Misc.<\/label>If you have any additional documents you would like to provide to your attorney please upload them here.<br>Drop files here or<br><button id=\"gform_browse_button_10_145\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_145 gfield_description_10_145\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_145\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"input_10_248\">Comments<\/label>This field is for validation purposes and should be left unchanged.<input id=\"input_10_248\" autocomplete=\"new-password\" name=\"input_248\" type=\"text\" value=\"\"><br><input id=\"gform_submit_button_10\" class=\"gform_button button\" type=\"submit\" value=\"Submit\"> <button id=\"gform_save_10_footer_link\" class=\"gform_save_link button\" type=\"button\"> Save and Continue Later<\/button><input name=\"gform_ajax\" type=\"hidden\" value=\"form_id=10&title=yes&description=yes&tabindex=0\"><br><input class=\"gform_hidden\" name=\"is_submit_10\" type=\"hidden\" value=\"1\"><br><input class=\"gform_hidden\" name=\"gform_submit\" type=\"hidden\" value=\"10\"><br><input id=\"gform_save_10\" class=\"gform_hidden\" name=\"gform_save\" type=\"hidden\" value=\"\"><br><input id=\"gform_resume_token_10\" class=\"gform_hidden\" name=\"gform_resume_token\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"gform_unique_id\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"state_10\" type=\"hidden\" value=\"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\"><br><input id=\"gform_target_page_number_10\" class=\"gform_hidden\" name=\"gform_target_page_number_10\" type=\"hidden\" value=\"0\"><br><input id=\"gform_source_page_number_10\" class=\"gform_hidden\" name=\"gform_source_page_number_10\" type=\"hidden\" value=\"1\"><br><input name=\"gform_field_values\" type=\"hidden\" value=\"\"><br><input id=\"gform_uploaded_files_10\" name=\"gform_uploaded_files\" type=\"hidden\" value=\"\"><\/p>\n<\/form>\n\n\n\n<p><iframe id=\"gform_ajax_frame_10\" style=\"display: none; width: 0px; height: 0px;\" title=\"This iframe contains the logic required to handle Ajax powered Gravity Forms.\" src=\"about:blank\" name=\"gform_ajax_frame_10\"><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Return to Our Website<\/h2>\n\n\n\n<p><a href=\"https:\/\/fleysherlaw.com\/\" target=\"_self\" rel=\"noopener\">www.fleysherlaw.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Search<\/h2>\n","protected":false},"excerpt":{"rendered":"<p>Online Estate Planning Questionnaire \"*\" indicates required fields Your Estate Planning Questionnaire Thank you for getting started! This questionnaire is a convenient and secure option for providing your attorney with the preliminary information needed to prepare the initial draft of your Estate Plan.After you've submitted the form, your attorney will receive the information and […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-14308","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning Questionnaire | Fleysher Law<\/title>\n<meta name=\"description\" content=\"Estate Planning Questionnaire\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning 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Your Current Address*<\/label>Enter the address of your primary residence.<\/p>\n <\/div>\nDo you own or rent your primary residence?*<\/legend>\nOwn<\/label>Rent<\/label>Other<\/label><\/p>\n<\/fieldset>Do you own or have a legal interest in any Real Estate other than your primary residence?*<\/legend>\nThis can include investment properties, vacation homes, vacant land, etc. that you are a full or part owner of.Yes<\/label>No<\/label>Other<\/label><\/p>\n<\/fieldset>\nOther Real Estate*<\/label>Please list any properties you own or have an ownership interest in. Be sure to include the address, the nature of your ownership interest, and a brief description of what the property is used for.<\/textarea><label class=\"gfield_label\" for=\"input_10_6\">Your Phone Number*<\/label><input id=\"input_10_6\" class=\"medium\" name=\"input_6\" type=\"text\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"> <label class=\"gfield_label\" for=\"input_10_31\">Your Email Address*<\/label><br><input id=\"input_10_31\" class=\"medium\" name=\"input_31\" type=\"email\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"><br><label class=\"gfield_label\" for=\"input_10_30\">Your Date of Birth*<\/label><br><input id=\"input_10_30\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_30\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_30_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_30\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><label class=\"gfield_label\" for=\"input_10_154\">Your Spouse's Date of Birth*<\/label><br><input id=\"input_10_154\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_154\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_154_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_154\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><\/p>\n<fieldset id=\"field_10_238\" data-js-reload=\"field_10_238\"><legend class=\"gfield_label\">Are you the Primary Shareholder of any Corporations or the Member of any Companies or Partnerships?<\/legend>\n<p>If you own your own business or have a large stake in one, your interest in that business may be included in your estate plan to avoid probate and\/or unnecessary expenses and litigation.<br><input id=\"choice_10_238_0\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_238\"><br><label id=\"label_10_238_0\" for=\"choice_10_238_0\">Yes<\/label><br><input id=\"choice_10_238_1\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"No\"><br><label id=\"label_10_238_1\" for=\"choice_10_238_1\">No<\/label><br><input id=\"choice_10_238_2\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Other\"><br><label id=\"label_10_238_2\" for=\"choice_10_238_2\">Other<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_239\">Business Interests<\/label>Please describe in detail the nature of your interest in any of these businesses as well as the nature of the business itself.<textarea id=\"input_10_239\" class=\"textarea large\" cols=\"50\" name=\"input_239\" rows=\"10\" aria-describedby=\"gfield_description_10_239\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_211\" data-js-reload=\"field_10_211\"><legend class=\"gfield_label\">Do you have any children?*<\/legend>\n<p>This includes natural, adopted, and fostered.<br><input id=\"choice_10_211_0\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_211\"><br><label id=\"label_10_211_0\" for=\"choice_10_211_0\">Yes<\/label><br><input id=\"choice_10_211_1\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"No\"><br><label id=\"label_10_211_1\" for=\"choice_10_211_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_215\" data-js-reload=\"field_10_215\"><legend class=\"gfield_label\">How many children do you have?*<\/legend>\n<p><input id=\"choice_10_215_0\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"1\"><br><label id=\"label_10_215_0\" for=\"choice_10_215_0\">1<\/label><br><input id=\"choice_10_215_1\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"2\"><br><label id=\"label_10_215_1\" for=\"choice_10_215_1\">2<\/label><br><input id=\"choice_10_215_2\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"3\"><br><label id=\"label_10_215_2\" for=\"choice_10_215_2\">3<\/label><br><input id=\"choice_10_215_3\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"4\"><br><label id=\"label_10_215_3\" for=\"choice_10_215_3\">4<\/label><br><input id=\"choice_10_215_4\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"5\"><br><label id=\"label_10_215_4\" for=\"choice_10_215_4\">5<\/label><br><input id=\"choice_10_215_5\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"6\"><br><label id=\"label_10_215_5\" for=\"choice_10_215_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_219\">Child 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_219\" class=\"textarea large\" cols=\"50\" name=\"input_219\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_220\">Child 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_220\" class=\"textarea large\" cols=\"50\" name=\"input_220\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_244\">Child 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_244\" class=\"textarea large\" cols=\"50\" name=\"input_244\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_245\">Child 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_245\" class=\"textarea large\" cols=\"50\" name=\"input_245\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_223\">Child 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_223\" class=\"textarea large\" cols=\"50\" name=\"input_223\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_224\">Child 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_224\" class=\"textarea large\" cols=\"50\" name=\"input_224\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_240\" data-js-reload=\"field_10_240\"><legend class=\"gfield_label\">Do you have any grandchildren?*<\/legend>\n<p><input id=\"choice_10_240_0\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"Yes\"><br><label id=\"label_10_240_0\" for=\"choice_10_240_0\">Yes<\/label><br><input id=\"choice_10_240_1\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"No\"><br><label id=\"label_10_240_1\" for=\"choice_10_240_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_241\" data-js-reload=\"field_10_241\"><legend class=\"gfield_label\">How many grandchildren do you have?*<\/legend>\n<p><input id=\"choice_10_241_0\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"1\"><br><label id=\"label_10_241_0\" for=\"choice_10_241_0\">1<\/label><br><input id=\"choice_10_241_1\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"2\"><br><label id=\"label_10_241_1\" for=\"choice_10_241_1\">2<\/label><br><input id=\"choice_10_241_2\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"3\"><br><label id=\"label_10_241_2\" for=\"choice_10_241_2\">3<\/label><br><input id=\"choice_10_241_3\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"4\"><br><label id=\"label_10_241_3\" for=\"choice_10_241_3\">4<\/label><br><input id=\"choice_10_241_4\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"5\"><br><label id=\"label_10_241_4\" for=\"choice_10_241_4\">5<\/label><br><input id=\"choice_10_241_5\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"6\"><br><label id=\"label_10_241_5\" for=\"choice_10_241_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_242\">Grandchild 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_242\" class=\"textarea large\" cols=\"50\" name=\"input_242\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_243\">Grandchild 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_243\" class=\"textarea large\" cols=\"50\" name=\"input_243\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_221\">Grandchild 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_221\" class=\"textarea large\" cols=\"50\" name=\"input_221\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_222\">Grandchild 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_222\" class=\"textarea large\" cols=\"50\" name=\"input_222\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_246\">Grandchild 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_246\" class=\"textarea large\" cols=\"50\" name=\"input_246\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_247\">Grandchild 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_247\" class=\"textarea large\" cols=\"50\" name=\"input_247\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_236\">Asset & Property Distribution (Who gets what?)*<\/label>Please let your attorney know how you would like your assets and possessions distributed after you've passed away. <textarea id=\"input_10_236\" class=\"textarea large\" cols=\"50\" name=\"input_236\" rows=\"10\" aria-describedby=\"gfield_description_10_236\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_225\">Who would you like to choose as your primary Trustee \/ Personal Representative if you were to pass away?*<\/label>Most married couples select their surviving spouse as their 1st choice but this decision is completely up to you. You're essentially choosing the person in your life you trust the most to carry out your wishes in your absence.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_225\" class=\"textarea large\" cols=\"50\" name=\"input_225\" rows=\"10\" aria-describedby=\"gfield_description_10_225\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_226\">Who would you like to choose as your backup Trustee \/ Personal Representative if you were to pass away?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Trustee \/ Personal Representative, this is the next best person for the job.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_226\" class=\"textarea large\" cols=\"50\" name=\"input_226\" rows=\"10\" aria-describedby=\"gfield_description_10_226\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_229\">Who would you like to choose as your primary Power of Attorney (POA) if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to financial and administrative decisions while you're still alive, but incapacitated.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_229\" class=\"textarea large\" cols=\"50\" name=\"input_229\" rows=\"10\" aria-describedby=\"gfield_description_10_229\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_230\">Who would you like to choose as your backup Power of Attorney if you were to become incapacitated?*<\/label>If your primary POA choice predeceases you or is otherwise unable or unwilling to act as your Attorney-in-Fact, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_230\" class=\"textarea large\" cols=\"50\" name=\"input_230\" rows=\"10\" aria-describedby=\"gfield_description_10_230\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_231\">Who would you like to choose as your primary Healthcare Surrogate if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to your medical and physical care decisions while you're still alive, but incapacitated and unable to speak or communicate for yourself.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_231\" class=\"textarea large\" cols=\"50\" name=\"input_231\" rows=\"10\" aria-describedby=\"gfield_description_10_231\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_232\">Who would you like to choose as your backup Healthcare Surrogate if you were to become incapacitated?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Healthcare Surrogate, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_232\" class=\"textarea large\" cols=\"50\" name=\"input_232\" rows=\"10\" aria-describedby=\"gfield_description_10_232\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_235\">Burial\/Cremation Preferences*<\/label>This is not a question anyone likes to spend a lot of time thinking about, but please let your attorney know if you have any special preferences or instructions with regard to your funeral and burial or cremation ceremony.<textarea id=\"input_10_235\" class=\"textarea large\" cols=\"50\" name=\"input_235\" rows=\"10\" aria-describedby=\"gfield_description_10_235\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_237\">Other Concerns or Questions<\/label>Please use this space to submit any additional questions or concerns about your estate plan to your attorney.<textarea id=\"input_10_237\" class=\"textarea large\" cols=\"50\" name=\"input_237\" rows=\"10\" aria-describedby=\"gfield_description_10_237\" aria-invalid=\"false\"><\/textarea><\/p>\n<h3>Congrats! You've reached the end of the questionnaire.<\/h3>\n<p>If you have not already submitted the required documents to your attorney, you may do so by uploading them below. You may also email the required documents to <a href=\"mailto:emil@fleysherlaw.com\">emil@fleysherlaw.com<\/a><label class=\"gfield_label\" for=\"gform_browse_button_10_122\">Prior Estate Planning Documents<\/label>Please provide any prior existing wills, trusts, power of attorney documents, etc.<br>Drop files here or<br><button id=\"gform_browse_button_10_122\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_122 gfield_description_10_122\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_122\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"gform_browse_button_10_145\">Misc.<\/label>If you have any additional documents you would like to provide to your attorney please upload them here.<br>Drop files here or<br><button id=\"gform_browse_button_10_145\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_145 gfield_description_10_145\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_145\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"input_10_248\">Comments<\/label>This field is for validation purposes and should be left unchanged.<input id=\"input_10_248\" autocomplete=\"new-password\" name=\"input_248\" type=\"text\" value=\"\"><br><input id=\"gform_submit_button_10\" class=\"gform_button button\" type=\"submit\" value=\"Submit\"> <button id=\"gform_save_10_footer_link\" class=\"gform_save_link button\" type=\"button\"> Save and Continue Later<\/button><input name=\"gform_ajax\" type=\"hidden\" value=\"form_id=10&title=yes&description=yes&tabindex=0\"><br><input class=\"gform_hidden\" name=\"is_submit_10\" type=\"hidden\" value=\"1\"><br><input class=\"gform_hidden\" name=\"gform_submit\" type=\"hidden\" value=\"10\"><br><input id=\"gform_save_10\" class=\"gform_hidden\" name=\"gform_save\" type=\"hidden\" value=\"\"><br><input id=\"gform_resume_token_10\" class=\"gform_hidden\" name=\"gform_resume_token\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"gform_unique_id\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"state_10\" type=\"hidden\" value=\"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\"><br><input id=\"gform_target_page_number_10\" class=\"gform_hidden\" name=\"gform_target_page_number_10\" type=\"hidden\" value=\"0\"><br><input id=\"gform_source_page_number_10\" class=\"gform_hidden\" name=\"gform_source_page_number_10\" type=\"hidden\" value=\"1\"><br><input name=\"gform_field_values\" type=\"hidden\" value=\"\"><br><input id=\"gform_uploaded_files_10\" name=\"gform_uploaded_files\" type=\"hidden\" value=\"\"><\/p>\n<\/form>\n\n\n\n<p><iframe id=\"gform_ajax_frame_10\" style=\"display: none; width: 0px; height: 0px;\" title=\"This iframe contains the logic required to handle Ajax powered Gravity Forms.\" src=\"about:blank\" name=\"gform_ajax_frame_10\"><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Return to Our Website<\/h2>\n\n\n\n<p><a href=\"https:\/\/fleysherlaw.com\/\" target=\"_self\" rel=\"noopener\">www.fleysherlaw.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Search<\/h2>\n","protected":false},"excerpt":{"rendered":"<p>Online Estate Planning Questionnaire \"*\" indicates required fields Your Estate Planning Questionnaire Thank you for getting started! This questionnaire is a convenient and secure option for providing your attorney with the preliminary information needed to prepare the initial draft of your Estate Plan.After you've submitted the form, your attorney will receive the information and […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-14308","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning Questionnaire | Fleysher Law<\/title>\n<meta name=\"description\" content=\"Estate Planning Questionnaire\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning 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Own<\/label>Rent<\/label>Other<\/label><\/p>\n<\/fieldset>Do you own or have a legal interest in any Real Estate other than your primary residence?*<\/legend>\nThis can include investment properties, vacation homes, vacant land, etc. that you are a full or part owner of.Yes<\/label>No<\/label>Other<\/label><\/p>\n<\/fieldset>\nOther Real Estate*<\/label>Please list any properties you own or have an ownership interest in. Be sure to include the address, the nature of your ownership interest, and a brief description of what the property is used for.<\/textarea><label class=\"gfield_label\" for=\"input_10_6\">Your Phone Number*<\/label><input id=\"input_10_6\" class=\"medium\" name=\"input_6\" type=\"text\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"> <label class=\"gfield_label\" for=\"input_10_31\">Your Email Address*<\/label><br><input id=\"input_10_31\" class=\"medium\" name=\"input_31\" type=\"email\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"><br><label class=\"gfield_label\" for=\"input_10_30\">Your Date of Birth*<\/label><br><input id=\"input_10_30\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_30\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_30_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_30\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><label class=\"gfield_label\" for=\"input_10_154\">Your Spouse's Date of Birth*<\/label><br><input id=\"input_10_154\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_154\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_154_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_154\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><\/p>\n<fieldset id=\"field_10_238\" data-js-reload=\"field_10_238\"><legend class=\"gfield_label\">Are you the Primary Shareholder of any Corporations or the Member of any Companies or Partnerships?<\/legend>\n<p>If you own your own business or have a large stake in one, your interest in that business may be included in your estate plan to avoid probate and\/or unnecessary expenses and litigation.<br><input id=\"choice_10_238_0\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_238\"><br><label id=\"label_10_238_0\" for=\"choice_10_238_0\">Yes<\/label><br><input id=\"choice_10_238_1\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"No\"><br><label id=\"label_10_238_1\" for=\"choice_10_238_1\">No<\/label><br><input id=\"choice_10_238_2\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Other\"><br><label id=\"label_10_238_2\" for=\"choice_10_238_2\">Other<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_239\">Business Interests<\/label>Please describe in detail the nature of your interest in any of these businesses as well as the nature of the business itself.<textarea id=\"input_10_239\" class=\"textarea large\" cols=\"50\" name=\"input_239\" rows=\"10\" aria-describedby=\"gfield_description_10_239\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_211\" data-js-reload=\"field_10_211\"><legend class=\"gfield_label\">Do you have any children?*<\/legend>\n<p>This includes natural, adopted, and fostered.<br><input id=\"choice_10_211_0\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_211\"><br><label id=\"label_10_211_0\" for=\"choice_10_211_0\">Yes<\/label><br><input id=\"choice_10_211_1\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"No\"><br><label id=\"label_10_211_1\" for=\"choice_10_211_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_215\" data-js-reload=\"field_10_215\"><legend class=\"gfield_label\">How many children do you have?*<\/legend>\n<p><input id=\"choice_10_215_0\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"1\"><br><label id=\"label_10_215_0\" for=\"choice_10_215_0\">1<\/label><br><input id=\"choice_10_215_1\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"2\"><br><label id=\"label_10_215_1\" for=\"choice_10_215_1\">2<\/label><br><input id=\"choice_10_215_2\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"3\"><br><label id=\"label_10_215_2\" for=\"choice_10_215_2\">3<\/label><br><input id=\"choice_10_215_3\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"4\"><br><label id=\"label_10_215_3\" for=\"choice_10_215_3\">4<\/label><br><input id=\"choice_10_215_4\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"5\"><br><label id=\"label_10_215_4\" for=\"choice_10_215_4\">5<\/label><br><input id=\"choice_10_215_5\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"6\"><br><label id=\"label_10_215_5\" for=\"choice_10_215_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_219\">Child 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_219\" class=\"textarea large\" cols=\"50\" name=\"input_219\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_220\">Child 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_220\" class=\"textarea large\" cols=\"50\" name=\"input_220\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_244\">Child 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_244\" class=\"textarea large\" cols=\"50\" name=\"input_244\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_245\">Child 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_245\" class=\"textarea large\" cols=\"50\" name=\"input_245\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_223\">Child 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_223\" class=\"textarea large\" cols=\"50\" name=\"input_223\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_224\">Child 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_224\" class=\"textarea large\" cols=\"50\" name=\"input_224\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_240\" data-js-reload=\"field_10_240\"><legend class=\"gfield_label\">Do you have any grandchildren?*<\/legend>\n<p><input id=\"choice_10_240_0\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"Yes\"><br><label id=\"label_10_240_0\" for=\"choice_10_240_0\">Yes<\/label><br><input id=\"choice_10_240_1\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"No\"><br><label id=\"label_10_240_1\" for=\"choice_10_240_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_241\" data-js-reload=\"field_10_241\"><legend class=\"gfield_label\">How many grandchildren do you have?*<\/legend>\n<p><input id=\"choice_10_241_0\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"1\"><br><label id=\"label_10_241_0\" for=\"choice_10_241_0\">1<\/label><br><input id=\"choice_10_241_1\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"2\"><br><label id=\"label_10_241_1\" for=\"choice_10_241_1\">2<\/label><br><input id=\"choice_10_241_2\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"3\"><br><label id=\"label_10_241_2\" for=\"choice_10_241_2\">3<\/label><br><input id=\"choice_10_241_3\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"4\"><br><label id=\"label_10_241_3\" for=\"choice_10_241_3\">4<\/label><br><input id=\"choice_10_241_4\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"5\"><br><label id=\"label_10_241_4\" for=\"choice_10_241_4\">5<\/label><br><input id=\"choice_10_241_5\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"6\"><br><label id=\"label_10_241_5\" for=\"choice_10_241_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_242\">Grandchild 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_242\" class=\"textarea large\" cols=\"50\" name=\"input_242\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_243\">Grandchild 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_243\" class=\"textarea large\" cols=\"50\" name=\"input_243\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_221\">Grandchild 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_221\" class=\"textarea large\" cols=\"50\" name=\"input_221\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_222\">Grandchild 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_222\" class=\"textarea large\" cols=\"50\" name=\"input_222\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_246\">Grandchild 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_246\" class=\"textarea large\" cols=\"50\" name=\"input_246\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_247\">Grandchild 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_247\" class=\"textarea large\" cols=\"50\" name=\"input_247\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_236\">Asset & Property Distribution (Who gets what?)*<\/label>Please let your attorney know how you would like your assets and possessions distributed after you've passed away. <textarea id=\"input_10_236\" class=\"textarea large\" cols=\"50\" name=\"input_236\" rows=\"10\" aria-describedby=\"gfield_description_10_236\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_225\">Who would you like to choose as your primary Trustee \/ Personal Representative if you were to pass away?*<\/label>Most married couples select their surviving spouse as their 1st choice but this decision is completely up to you. You're essentially choosing the person in your life you trust the most to carry out your wishes in your absence.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_225\" class=\"textarea large\" cols=\"50\" name=\"input_225\" rows=\"10\" aria-describedby=\"gfield_description_10_225\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_226\">Who would you like to choose as your backup Trustee \/ Personal Representative if you were to pass away?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Trustee \/ Personal Representative, this is the next best person for the job.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_226\" class=\"textarea large\" cols=\"50\" name=\"input_226\" rows=\"10\" aria-describedby=\"gfield_description_10_226\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_229\">Who would you like to choose as your primary Power of Attorney (POA) if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to financial and administrative decisions while you're still alive, but incapacitated.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_229\" class=\"textarea large\" cols=\"50\" name=\"input_229\" rows=\"10\" aria-describedby=\"gfield_description_10_229\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_230\">Who would you like to choose as your backup Power of Attorney if you were to become incapacitated?*<\/label>If your primary POA choice predeceases you or is otherwise unable or unwilling to act as your Attorney-in-Fact, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_230\" class=\"textarea large\" cols=\"50\" name=\"input_230\" rows=\"10\" aria-describedby=\"gfield_description_10_230\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_231\">Who would you like to choose as your primary Healthcare Surrogate if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to your medical and physical care decisions while you're still alive, but incapacitated and unable to speak or communicate for yourself.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_231\" class=\"textarea large\" cols=\"50\" name=\"input_231\" rows=\"10\" aria-describedby=\"gfield_description_10_231\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_232\">Who would you like to choose as your backup Healthcare Surrogate if you were to become incapacitated?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Healthcare Surrogate, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_232\" class=\"textarea large\" cols=\"50\" name=\"input_232\" rows=\"10\" aria-describedby=\"gfield_description_10_232\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_235\">Burial\/Cremation Preferences*<\/label>This is not a question anyone likes to spend a lot of time thinking about, but please let your attorney know if you have any special preferences or instructions with regard to your funeral and burial or cremation ceremony.<textarea id=\"input_10_235\" class=\"textarea large\" cols=\"50\" name=\"input_235\" rows=\"10\" aria-describedby=\"gfield_description_10_235\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_237\">Other Concerns or Questions<\/label>Please use this space to submit any additional questions or concerns about your estate plan to your attorney.<textarea id=\"input_10_237\" class=\"textarea large\" cols=\"50\" name=\"input_237\" rows=\"10\" aria-describedby=\"gfield_description_10_237\" aria-invalid=\"false\"><\/textarea><\/p>\n<h3>Congrats! You've reached the end of the questionnaire.<\/h3>\n<p>If you have not already submitted the required documents to your attorney, you may do so by uploading them below. You may also email the required documents to <a href=\"mailto:emil@fleysherlaw.com\">emil@fleysherlaw.com<\/a><label class=\"gfield_label\" for=\"gform_browse_button_10_122\">Prior Estate Planning Documents<\/label>Please provide any prior existing wills, trusts, power of attorney documents, etc.<br>Drop files here or<br><button id=\"gform_browse_button_10_122\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_122 gfield_description_10_122\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_122\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"gform_browse_button_10_145\">Misc.<\/label>If you have any additional documents you would like to provide to your attorney please upload them here.<br>Drop files here or<br><button id=\"gform_browse_button_10_145\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_145 gfield_description_10_145\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_145\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"input_10_248\">Comments<\/label>This field is for validation purposes and should be left unchanged.<input id=\"input_10_248\" autocomplete=\"new-password\" name=\"input_248\" type=\"text\" value=\"\"><br><input id=\"gform_submit_button_10\" class=\"gform_button button\" type=\"submit\" value=\"Submit\"> <button id=\"gform_save_10_footer_link\" class=\"gform_save_link button\" type=\"button\"> Save and Continue Later<\/button><input name=\"gform_ajax\" type=\"hidden\" value=\"form_id=10&title=yes&description=yes&tabindex=0\"><br><input class=\"gform_hidden\" name=\"is_submit_10\" type=\"hidden\" value=\"1\"><br><input class=\"gform_hidden\" name=\"gform_submit\" type=\"hidden\" value=\"10\"><br><input id=\"gform_save_10\" class=\"gform_hidden\" name=\"gform_save\" type=\"hidden\" value=\"\"><br><input id=\"gform_resume_token_10\" class=\"gform_hidden\" name=\"gform_resume_token\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"gform_unique_id\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"state_10\" type=\"hidden\" value=\"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\"><br><input id=\"gform_target_page_number_10\" class=\"gform_hidden\" name=\"gform_target_page_number_10\" type=\"hidden\" value=\"0\"><br><input id=\"gform_source_page_number_10\" class=\"gform_hidden\" name=\"gform_source_page_number_10\" type=\"hidden\" value=\"1\"><br><input name=\"gform_field_values\" type=\"hidden\" value=\"\"><br><input id=\"gform_uploaded_files_10\" name=\"gform_uploaded_files\" type=\"hidden\" value=\"\"><\/p>\n<\/form>\n\n\n\n<p><iframe id=\"gform_ajax_frame_10\" style=\"display: none; width: 0px; height: 0px;\" title=\"This iframe contains the logic required to handle Ajax powered Gravity Forms.\" src=\"about:blank\" name=\"gform_ajax_frame_10\"><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Return to Our Website<\/h2>\n\n\n\n<p><a href=\"https:\/\/fleysherlaw.com\/\" target=\"_self\" rel=\"noopener\">www.fleysherlaw.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Search<\/h2>\n","protected":false},"excerpt":{"rendered":"<p>Online Estate Planning Questionnaire \"*\" indicates required fields Your Estate Planning Questionnaire Thank you for getting started! This questionnaire is a convenient and secure option for providing your attorney with the preliminary information needed to prepare the initial draft of your Estate Plan.After you've submitted the form, your attorney will receive the information and […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-14308","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning Questionnaire | Fleysher Law<\/title>\n<meta name=\"description\" content=\"Estate Planning Questionnaire\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning 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This can include investment properties, vacation homes, vacant land, etc. that you are a full or part owner of.Yes<\/label>No<\/label>Other<\/label><\/p>\n<\/fieldset>\nOther Real Estate*<\/label>Please list any properties you own or have an ownership interest in. Be sure to include the address, the nature of your ownership interest, and a brief description of what the property is used for.<\/textarea><label class=\"gfield_label\" for=\"input_10_6\">Your Phone Number*<\/label><input id=\"input_10_6\" class=\"medium\" name=\"input_6\" type=\"text\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"> <label class=\"gfield_label\" for=\"input_10_31\">Your Email Address*<\/label><br><input id=\"input_10_31\" class=\"medium\" name=\"input_31\" type=\"email\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"><br><label class=\"gfield_label\" for=\"input_10_30\">Your Date of Birth*<\/label><br><input id=\"input_10_30\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_30\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_30_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_30\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><label class=\"gfield_label\" for=\"input_10_154\">Your Spouse's Date of Birth*<\/label><br><input id=\"input_10_154\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_154\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_154_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_154\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><\/p>\n<fieldset id=\"field_10_238\" data-js-reload=\"field_10_238\"><legend class=\"gfield_label\">Are you the Primary Shareholder of any Corporations or the Member of any Companies or Partnerships?<\/legend>\n<p>If you own your own business or have a large stake in one, your interest in that business may be included in your estate plan to avoid probate and\/or unnecessary expenses and litigation.<br><input id=\"choice_10_238_0\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_238\"><br><label id=\"label_10_238_0\" for=\"choice_10_238_0\">Yes<\/label><br><input id=\"choice_10_238_1\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"No\"><br><label id=\"label_10_238_1\" for=\"choice_10_238_1\">No<\/label><br><input id=\"choice_10_238_2\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Other\"><br><label id=\"label_10_238_2\" for=\"choice_10_238_2\">Other<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_239\">Business Interests<\/label>Please describe in detail the nature of your interest in any of these businesses as well as the nature of the business itself.<textarea id=\"input_10_239\" class=\"textarea large\" cols=\"50\" name=\"input_239\" rows=\"10\" aria-describedby=\"gfield_description_10_239\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_211\" data-js-reload=\"field_10_211\"><legend class=\"gfield_label\">Do you have any children?*<\/legend>\n<p>This includes natural, adopted, and fostered.<br><input id=\"choice_10_211_0\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_211\"><br><label id=\"label_10_211_0\" for=\"choice_10_211_0\">Yes<\/label><br><input id=\"choice_10_211_1\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"No\"><br><label id=\"label_10_211_1\" for=\"choice_10_211_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_215\" data-js-reload=\"field_10_215\"><legend class=\"gfield_label\">How many children do you have?*<\/legend>\n<p><input id=\"choice_10_215_0\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"1\"><br><label id=\"label_10_215_0\" for=\"choice_10_215_0\">1<\/label><br><input id=\"choice_10_215_1\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"2\"><br><label id=\"label_10_215_1\" for=\"choice_10_215_1\">2<\/label><br><input id=\"choice_10_215_2\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"3\"><br><label id=\"label_10_215_2\" for=\"choice_10_215_2\">3<\/label><br><input id=\"choice_10_215_3\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"4\"><br><label id=\"label_10_215_3\" for=\"choice_10_215_3\">4<\/label><br><input id=\"choice_10_215_4\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"5\"><br><label id=\"label_10_215_4\" for=\"choice_10_215_4\">5<\/label><br><input id=\"choice_10_215_5\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"6\"><br><label id=\"label_10_215_5\" for=\"choice_10_215_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_219\">Child 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_219\" class=\"textarea large\" cols=\"50\" name=\"input_219\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_220\">Child 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_220\" class=\"textarea large\" cols=\"50\" name=\"input_220\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_244\">Child 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_244\" class=\"textarea large\" cols=\"50\" name=\"input_244\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_245\">Child 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_245\" class=\"textarea large\" cols=\"50\" name=\"input_245\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_223\">Child 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_223\" class=\"textarea large\" cols=\"50\" name=\"input_223\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_224\">Child 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_224\" class=\"textarea large\" cols=\"50\" name=\"input_224\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_240\" data-js-reload=\"field_10_240\"><legend class=\"gfield_label\">Do you have any grandchildren?*<\/legend>\n<p><input id=\"choice_10_240_0\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"Yes\"><br><label id=\"label_10_240_0\" for=\"choice_10_240_0\">Yes<\/label><br><input id=\"choice_10_240_1\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"No\"><br><label id=\"label_10_240_1\" for=\"choice_10_240_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_241\" data-js-reload=\"field_10_241\"><legend class=\"gfield_label\">How many grandchildren do you have?*<\/legend>\n<p><input id=\"choice_10_241_0\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"1\"><br><label id=\"label_10_241_0\" for=\"choice_10_241_0\">1<\/label><br><input id=\"choice_10_241_1\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"2\"><br><label id=\"label_10_241_1\" for=\"choice_10_241_1\">2<\/label><br><input id=\"choice_10_241_2\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"3\"><br><label id=\"label_10_241_2\" for=\"choice_10_241_2\">3<\/label><br><input id=\"choice_10_241_3\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"4\"><br><label id=\"label_10_241_3\" for=\"choice_10_241_3\">4<\/label><br><input id=\"choice_10_241_4\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"5\"><br><label id=\"label_10_241_4\" for=\"choice_10_241_4\">5<\/label><br><input id=\"choice_10_241_5\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"6\"><br><label id=\"label_10_241_5\" for=\"choice_10_241_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_242\">Grandchild 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_242\" class=\"textarea large\" cols=\"50\" name=\"input_242\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_243\">Grandchild 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_243\" class=\"textarea large\" cols=\"50\" name=\"input_243\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_221\">Grandchild 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_221\" class=\"textarea large\" cols=\"50\" name=\"input_221\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_222\">Grandchild 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_222\" class=\"textarea large\" cols=\"50\" name=\"input_222\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_246\">Grandchild 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_246\" class=\"textarea large\" cols=\"50\" name=\"input_246\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_247\">Grandchild 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_247\" class=\"textarea large\" cols=\"50\" name=\"input_247\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_236\">Asset & Property Distribution (Who gets what?)*<\/label>Please let your attorney know how you would like your assets and possessions distributed after you've passed away. <textarea id=\"input_10_236\" class=\"textarea large\" cols=\"50\" name=\"input_236\" rows=\"10\" aria-describedby=\"gfield_description_10_236\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_225\">Who would you like to choose as your primary Trustee \/ Personal Representative if you were to pass away?*<\/label>Most married couples select their surviving spouse as their 1st choice but this decision is completely up to you. You're essentially choosing the person in your life you trust the most to carry out your wishes in your absence.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_225\" class=\"textarea large\" cols=\"50\" name=\"input_225\" rows=\"10\" aria-describedby=\"gfield_description_10_225\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_226\">Who would you like to choose as your backup Trustee \/ Personal Representative if you were to pass away?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Trustee \/ Personal Representative, this is the next best person for the job.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_226\" class=\"textarea large\" cols=\"50\" name=\"input_226\" rows=\"10\" aria-describedby=\"gfield_description_10_226\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_229\">Who would you like to choose as your primary Power of Attorney (POA) if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to financial and administrative decisions while you're still alive, but incapacitated.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_229\" class=\"textarea large\" cols=\"50\" name=\"input_229\" rows=\"10\" aria-describedby=\"gfield_description_10_229\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_230\">Who would you like to choose as your backup Power of Attorney if you were to become incapacitated?*<\/label>If your primary POA choice predeceases you or is otherwise unable or unwilling to act as your Attorney-in-Fact, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_230\" class=\"textarea large\" cols=\"50\" name=\"input_230\" rows=\"10\" aria-describedby=\"gfield_description_10_230\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_231\">Who would you like to choose as your primary Healthcare Surrogate if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to your medical and physical care decisions while you're still alive, but incapacitated and unable to speak or communicate for yourself.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_231\" class=\"textarea large\" cols=\"50\" name=\"input_231\" rows=\"10\" aria-describedby=\"gfield_description_10_231\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_232\">Who would you like to choose as your backup Healthcare Surrogate if you were to become incapacitated?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Healthcare Surrogate, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_232\" class=\"textarea large\" cols=\"50\" name=\"input_232\" rows=\"10\" aria-describedby=\"gfield_description_10_232\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_235\">Burial\/Cremation Preferences*<\/label>This is not a question anyone likes to spend a lot of time thinking about, but please let your attorney know if you have any special preferences or instructions with regard to your funeral and burial or cremation ceremony.<textarea id=\"input_10_235\" class=\"textarea large\" cols=\"50\" name=\"input_235\" rows=\"10\" aria-describedby=\"gfield_description_10_235\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_237\">Other Concerns or Questions<\/label>Please use this space to submit any additional questions or concerns about your estate plan to your attorney.<textarea id=\"input_10_237\" class=\"textarea large\" cols=\"50\" name=\"input_237\" rows=\"10\" aria-describedby=\"gfield_description_10_237\" aria-invalid=\"false\"><\/textarea><\/p>\n<h3>Congrats! You've reached the end of the questionnaire.<\/h3>\n<p>If you have not already submitted the required documents to your attorney, you may do so by uploading them below. You may also email the required documents to <a href=\"mailto:emil@fleysherlaw.com\">emil@fleysherlaw.com<\/a><label class=\"gfield_label\" for=\"gform_browse_button_10_122\">Prior Estate Planning Documents<\/label>Please provide any prior existing wills, trusts, power of attorney documents, etc.<br>Drop files here or<br><button id=\"gform_browse_button_10_122\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_122 gfield_description_10_122\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_122\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"gform_browse_button_10_145\">Misc.<\/label>If you have any additional documents you would like to provide to your attorney please upload them here.<br>Drop files here or<br><button id=\"gform_browse_button_10_145\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_145 gfield_description_10_145\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_145\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"input_10_248\">Comments<\/label>This field is for validation purposes and should be left unchanged.<input id=\"input_10_248\" autocomplete=\"new-password\" name=\"input_248\" type=\"text\" value=\"\"><br><input id=\"gform_submit_button_10\" class=\"gform_button button\" type=\"submit\" value=\"Submit\"> <button id=\"gform_save_10_footer_link\" class=\"gform_save_link button\" type=\"button\"> Save and Continue Later<\/button><input name=\"gform_ajax\" type=\"hidden\" value=\"form_id=10&title=yes&description=yes&tabindex=0\"><br><input class=\"gform_hidden\" name=\"is_submit_10\" type=\"hidden\" value=\"1\"><br><input class=\"gform_hidden\" name=\"gform_submit\" type=\"hidden\" value=\"10\"><br><input id=\"gform_save_10\" class=\"gform_hidden\" name=\"gform_save\" type=\"hidden\" value=\"\"><br><input id=\"gform_resume_token_10\" class=\"gform_hidden\" name=\"gform_resume_token\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"gform_unique_id\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"state_10\" type=\"hidden\" value=\"WyJ7XCIyMDlcIjpbXCIyNjM4ZDI3ODM3MTY4NDU2YjAyMzA1MGY0NmFmMGZhNFwiLFwiYjQxYzZmM2NhY2QyMWM2OWU0OTI0MDEyZjc2M2ZlYWNcIixcIjEwZmNlNTJiNjk5NDA5ZTQ0NDQ4YTdiMmJjMjE5ZjBhXCIsXCIzYmVkZjBlNmZmNWM3MmVhMTBhMWMyNDBlZThmOTYyOVwiLFwiMGRhYjViYmViMThlOGNiMDQ4Y2JjNjA4Y2JmM2M1Y2FcIl0sXCIyMjhcIjpbXCJjYjI2YTY4YmEwY2IzNDRkMzEyYzZmZDIzNDkwNTA0N1wiLFwiZWFjMzU2MjlkMzQ0OTRlZjEzNTQyOGQ4ZjUyMDIzY2VcIixcImE1ODQ1NDEyNDAzN2EzNGMwM2U0NzVlYjM0MTdiMWU0XCJdLFwiMjMzXCI6W1wiMmY3ZmQ4MmEzYjVkNjA2ZmNkM2M0ZWI4OTQwMmQ2NDlcIixcIjhlZDVkZDk1OTBiYjMzMGZkZmJlMmNhMzM3NDQ3ZDkxXCIsXCJhNTg0NTQxMjQwMzdhMzRjMDNlNDc1ZWIzNDE3YjFlNFwiXSxcIjIzOFwiOltcIjJmN2ZkODJhM2I1ZDYwNmZjZDNjNGViODk0MDJkNjQ5XCIsXCI4ZWQ1ZGQ5NTkwYmIzMzBmZGZiZTJjYTMzNzQ0N2Q5MVwiLFwiYTU4NDU0MTI0MDM3YTM0YzAzZTQ3NWViMzQxN2IxZTRcIl0sXCIyMTFcIjpbXCIyZjdmZDgyYTNiNWQ2MDZmY2QzYzRlYjg5NDAyZDY0OVwiLFwiOGVkNWRkOTU5MGJiMzMwZmRmYmUyY2EzMzc0NDdkOTFcIl0sXCIyMTVcIjpbXCJjMWUzZTRlZGM0NDhlNzBmNjUzYjc0YjBkOTNhMWM5N1wiLFwiZGFlNmIyYzc4YmQ5MjM2ZDM3MmIwMjU4YWE0YzQ0MDhcIixcImY5MzQ5YTQ5MjQyYjQxNzM4OGM1NGY3MTFlNjUxNmQ5XCIsXCI2ZGRmYjZiOTIwOWZhM2FhM2NmM2I2ZDM1MzUxMzFlZlwiLFwiNTUxMTNmNzllMjhlM2I1MmE1Y2ZlMTczYTgyOTFkOTNcIixcIjUwZWYxZGIxZjAzOTQyZWIyMjRjYjc2MjgzMjM3YTZlXCJdLFwiMjQwXCI6W1wiMmY3ZmQ4MmEzYjVkNjA2ZmNkM2M0ZWI4OTQwMmQ2NDlcIixcIjhlZDVkZDk1OTBiYjMzMGZkZmJlMmNhMzM3NDQ3ZDkxXCJdLFwiMjQxXCI6W1wiYzFlM2U0ZWRjNDQ4ZTcwZjY1M2I3NGIwZDkzYTFjOTdcIixcImRhZTZiMmM3OGJkOTIzNmQzNzJiMDI1OGFhNGM0NDA4XCIsXCJmOTM0OWE0OTI0MmI0MTczODhjNTRmNzExZTY1MTZkOVwiLFwiNmRkZmI2YjkyMDlmYTNhYTNjZjNiNmQzNTM1MTMxZWZcIixcIjU1MTEzZjc5ZTI4ZTNiNTJhNWNmZTE3M2E4MjkxZDkzXCIsXCI1MGVmMWRiMWYwMzk0MmViMjI0Y2I3NjI4MzIzN2E2ZVwiXX0iLCI0ZTdjZDRkMWNhZjE0MGZkMmUxODk2NTRjMzQ1Y2JlOCJd\"><br><input id=\"gform_target_page_number_10\" class=\"gform_hidden\" name=\"gform_target_page_number_10\" type=\"hidden\" value=\"0\"><br><input id=\"gform_source_page_number_10\" class=\"gform_hidden\" name=\"gform_source_page_number_10\" type=\"hidden\" value=\"1\"><br><input name=\"gform_field_values\" type=\"hidden\" value=\"\"><br><input id=\"gform_uploaded_files_10\" name=\"gform_uploaded_files\" type=\"hidden\" value=\"\"><\/p>\n<\/form>\n\n\n\n<p><iframe id=\"gform_ajax_frame_10\" style=\"display: none; width: 0px; height: 0px;\" title=\"This iframe contains the logic required to handle Ajax powered Gravity Forms.\" src=\"about:blank\" name=\"gform_ajax_frame_10\"><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Return to Our Website<\/h2>\n\n\n\n<p><a href=\"https:\/\/fleysherlaw.com\/\" target=\"_self\" rel=\"noopener\">www.fleysherlaw.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Search<\/h2>\n","protected":false},"excerpt":{"rendered":"<p>Online Estate Planning Questionnaire \"*\" indicates required fields Your Estate Planning Questionnaire Thank you for getting started! This questionnaire is a convenient and secure option for providing your attorney with the preliminary information needed to prepare the initial draft of your Estate Plan.After you've submitted the form, your attorney will receive the information and […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-14308","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning Questionnaire | Fleysher Law<\/title>\n<meta name=\"description\" content=\"Estate Planning Questionnaire\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning Questionnaire | Fleysher Law\" \/>\n<meta property=\"og:description\" content=\"Estate Planning Questionnaire\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fleysherlaw.com\/epq\/\" \/>\n<meta property=\"og:site_name\" content=\"Fleysher Law\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-22T23:13:00+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fleysherlaw.com\/epq\/\",\"url\":\"https:\/\/fleysherlaw.com\/epq\/\",\"name\":\"Estate Planning Questionnaire | Fleysher Law\",\"isPartOf\":{\"@id\":\"https:\/\/fleysherlaw.com\/#website\"},\"datePublished\":\"2022-05-24T23:07:16+00:00\",\"dateModified\":\"2023-06-22T23:13:00+00:00\",\"description\":\"Estate 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Other Real Estate*<\/label>Please list any properties you own or have an ownership interest in. Be sure to include the address, the nature of your ownership interest, and a brief description of what the property is used for.<\/textarea><label class=\"gfield_label\" for=\"input_10_6\">Your Phone Number*<\/label><input id=\"input_10_6\" class=\"medium\" name=\"input_6\" type=\"text\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"> <label class=\"gfield_label\" for=\"input_10_31\">Your Email Address*<\/label><br><input id=\"input_10_31\" class=\"medium\" name=\"input_31\" type=\"email\" value=\"\" aria-required=\"true\" aria-invalid=\"false\"><br><label class=\"gfield_label\" for=\"input_10_30\">Your Date of Birth*<\/label><br><input id=\"input_10_30\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_30\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_30_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_30\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><label class=\"gfield_label\" for=\"input_10_154\">Your Spouse's Date of Birth*<\/label><br><input id=\"input_10_154\" class=\"datepicker mdy datepicker_no_icon gdatepicker-no-icon\" name=\"input_154\" type=\"text\" value=\"\" placeholder=\"mm\/dd\/yyyy\" aria-describedby=\"input_10_154_date_format\" aria-invalid=\"false\" aria-required=\"true\"><br>MM slash DD slash YYYY<br><input id=\"gforms_calendar_icon_input_10_154\" class=\"gform_hidden\" type=\"hidden\" value=\"https:\/\/fleysherlaw.com\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg\"><\/p>\n<fieldset id=\"field_10_238\" data-js-reload=\"field_10_238\"><legend class=\"gfield_label\">Are you the Primary Shareholder of any Corporations or the Member of any Companies or Partnerships?<\/legend>\n<p>If you own your own business or have a large stake in one, your interest in that business may be included in your estate plan to avoid probate and\/or unnecessary expenses and litigation.<br><input id=\"choice_10_238_0\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_238\"><br><label id=\"label_10_238_0\" for=\"choice_10_238_0\">Yes<\/label><br><input id=\"choice_10_238_1\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"No\"><br><label id=\"label_10_238_1\" for=\"choice_10_238_1\">No<\/label><br><input id=\"choice_10_238_2\" class=\"gfield-choice-input\" name=\"input_238\" type=\"radio\" value=\"Other\"><br><label id=\"label_10_238_2\" for=\"choice_10_238_2\">Other<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_239\">Business Interests<\/label>Please describe in detail the nature of your interest in any of these businesses as well as the nature of the business itself.<textarea id=\"input_10_239\" class=\"textarea large\" cols=\"50\" name=\"input_239\" rows=\"10\" aria-describedby=\"gfield_description_10_239\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_211\" data-js-reload=\"field_10_211\"><legend class=\"gfield_label\">Do you have any children?*<\/legend>\n<p>This includes natural, adopted, and fostered.<br><input id=\"choice_10_211_0\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"Yes\" aria-describedby=\"gfield_description_10_211\"><br><label id=\"label_10_211_0\" for=\"choice_10_211_0\">Yes<\/label><br><input id=\"choice_10_211_1\" class=\"gfield-choice-input\" name=\"input_211\" type=\"radio\" value=\"No\"><br><label id=\"label_10_211_1\" for=\"choice_10_211_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_215\" data-js-reload=\"field_10_215\"><legend class=\"gfield_label\">How many children do you have?*<\/legend>\n<p><input id=\"choice_10_215_0\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"1\"><br><label id=\"label_10_215_0\" for=\"choice_10_215_0\">1<\/label><br><input id=\"choice_10_215_1\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"2\"><br><label id=\"label_10_215_1\" for=\"choice_10_215_1\">2<\/label><br><input id=\"choice_10_215_2\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"3\"><br><label id=\"label_10_215_2\" for=\"choice_10_215_2\">3<\/label><br><input id=\"choice_10_215_3\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"4\"><br><label id=\"label_10_215_3\" for=\"choice_10_215_3\">4<\/label><br><input id=\"choice_10_215_4\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"5\"><br><label id=\"label_10_215_4\" for=\"choice_10_215_4\">5<\/label><br><input id=\"choice_10_215_5\" class=\"gfield-choice-input\" name=\"input_215\" type=\"radio\" value=\"6\"><br><label id=\"label_10_215_5\" for=\"choice_10_215_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_219\">Child 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_219\" class=\"textarea large\" cols=\"50\" name=\"input_219\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_220\">Child 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_220\" class=\"textarea large\" cols=\"50\" name=\"input_220\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_244\">Child 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_244\" class=\"textarea large\" cols=\"50\" name=\"input_244\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_245\">Child 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_245\" class=\"textarea large\" cols=\"50\" name=\"input_245\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_223\">Child 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_223\" class=\"textarea large\" cols=\"50\" name=\"input_223\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_224\">Child 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_224\" class=\"textarea large\" cols=\"50\" name=\"input_224\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><\/p>\n<fieldset id=\"field_10_240\" data-js-reload=\"field_10_240\"><legend class=\"gfield_label\">Do you have any grandchildren?*<\/legend>\n<p><input id=\"choice_10_240_0\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"Yes\"><br><label id=\"label_10_240_0\" for=\"choice_10_240_0\">Yes<\/label><br><input id=\"choice_10_240_1\" class=\"gfield-choice-input\" name=\"input_240\" type=\"radio\" value=\"No\"><br><label id=\"label_10_240_1\" for=\"choice_10_240_1\">No<\/label><\/p>\n<\/fieldset><fieldset id=\"field_10_241\" data-js-reload=\"field_10_241\"><legend class=\"gfield_label\">How many grandchildren do you have?*<\/legend>\n<p><input id=\"choice_10_241_0\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"1\"><br><label id=\"label_10_241_0\" for=\"choice_10_241_0\">1<\/label><br><input id=\"choice_10_241_1\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"2\"><br><label id=\"label_10_241_1\" for=\"choice_10_241_1\">2<\/label><br><input id=\"choice_10_241_2\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"3\"><br><label id=\"label_10_241_2\" for=\"choice_10_241_2\">3<\/label><br><input id=\"choice_10_241_3\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"4\"><br><label id=\"label_10_241_3\" for=\"choice_10_241_3\">4<\/label><br><input id=\"choice_10_241_4\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"5\"><br><label id=\"label_10_241_4\" for=\"choice_10_241_4\">5<\/label><br><input id=\"choice_10_241_5\" class=\"gfield-choice-input\" name=\"input_241\" type=\"radio\" value=\"6\"><br><label id=\"label_10_241_5\" for=\"choice_10_241_5\">6<\/label><\/p>\n<\/fieldset>\n<p><label class=\"gfield_label\" for=\"input_10_242\">Grandchild 1: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_242\" class=\"textarea large\" cols=\"50\" name=\"input_242\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_243\">Grandchild 2: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_243\" class=\"textarea large\" cols=\"50\" name=\"input_243\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_221\">Grandchild 3: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_221\" class=\"textarea large\" cols=\"50\" name=\"input_221\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_222\">Grandchild 4: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_222\" class=\"textarea large\" cols=\"50\" name=\"input_222\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_246\">Grandchild 5: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_246\" class=\"textarea large\" cols=\"50\" name=\"input_246\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_247\">Grandchild 6: Full Name, Address, Phone Number, Email Address, and Date of Birth*<\/label><textarea id=\"input_10_247\" class=\"textarea large\" cols=\"50\" name=\"input_247\" rows=\"10\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_236\">Asset & Property Distribution (Who gets what?)*<\/label>Please let your attorney know how you would like your assets and possessions distributed after you've passed away. <textarea id=\"input_10_236\" class=\"textarea large\" cols=\"50\" name=\"input_236\" rows=\"10\" aria-describedby=\"gfield_description_10_236\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_225\">Who would you like to choose as your primary Trustee \/ Personal Representative if you were to pass away?*<\/label>Most married couples select their surviving spouse as their 1st choice but this decision is completely up to you. You're essentially choosing the person in your life you trust the most to carry out your wishes in your absence.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_225\" class=\"textarea large\" cols=\"50\" name=\"input_225\" rows=\"10\" aria-describedby=\"gfield_description_10_225\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_226\">Who would you like to choose as your backup Trustee \/ Personal Representative if you were to pass away?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Trustee \/ Personal Representative, this is the next best person for the job.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_226\" class=\"textarea large\" cols=\"50\" name=\"input_226\" rows=\"10\" aria-describedby=\"gfield_description_10_226\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_229\">Who would you like to choose as your primary Power of Attorney (POA) if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to financial and administrative decisions while you're still alive, but incapacitated.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_229\" class=\"textarea large\" cols=\"50\" name=\"input_229\" rows=\"10\" aria-describedby=\"gfield_description_10_229\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_230\">Who would you like to choose as your backup Power of Attorney if you were to become incapacitated?*<\/label>If your primary POA choice predeceases you or is otherwise unable or unwilling to act as your Attorney-in-Fact, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_230\" class=\"textarea large\" cols=\"50\" name=\"input_230\" rows=\"10\" aria-describedby=\"gfield_description_10_230\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_231\">Who would you like to choose as your primary Healthcare Surrogate if you were to become incapacitated?*<\/label>Here, you are choosing the person you trust the most to act on your behalf when it comes to your medical and physical care decisions while you're still alive, but incapacitated and unable to speak or communicate for yourself.<br>Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_231\" class=\"textarea large\" cols=\"50\" name=\"input_231\" rows=\"10\" aria-describedby=\"gfield_description_10_231\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_232\">Who would you like to choose as your backup Healthcare Surrogate if you were to become incapacitated?*<\/label>If your primary choice predeceases you or is otherwise unable or unwilling to act as your Healthcare Surrogate, this is the next best person for the job. Please provide this person's full name, address, phone number, email address, and date of birth.<textarea id=\"input_10_232\" class=\"textarea large\" cols=\"50\" name=\"input_232\" rows=\"10\" aria-describedby=\"gfield_description_10_232\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_235\">Burial\/Cremation Preferences*<\/label>This is not a question anyone likes to spend a lot of time thinking about, but please let your attorney know if you have any special preferences or instructions with regard to your funeral and burial or cremation ceremony.<textarea id=\"input_10_235\" class=\"textarea large\" cols=\"50\" name=\"input_235\" rows=\"10\" aria-describedby=\"gfield_description_10_235\" aria-required=\"true\" aria-invalid=\"false\"><\/textarea><label class=\"gfield_label\" for=\"input_10_237\">Other Concerns or Questions<\/label>Please use this space to submit any additional questions or concerns about your estate plan to your attorney.<textarea id=\"input_10_237\" class=\"textarea large\" cols=\"50\" name=\"input_237\" rows=\"10\" aria-describedby=\"gfield_description_10_237\" aria-invalid=\"false\"><\/textarea><\/p>\n<h3>Congrats! You've reached the end of the questionnaire.<\/h3>\n<p>If you have not already submitted the required documents to your attorney, you may do so by uploading them below. You may also email the required documents to <a href=\"mailto:emil@fleysherlaw.com\">emil@fleysherlaw.com<\/a><label class=\"gfield_label\" for=\"gform_browse_button_10_122\">Prior Estate Planning Documents<\/label>Please provide any prior existing wills, trusts, power of attorney documents, etc.<br>Drop files here or<br><button id=\"gform_browse_button_10_122\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_122 gfield_description_10_122\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_122\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"gform_browse_button_10_145\">Misc.<\/label>If you have any additional documents you would like to provide to your attorney please upload them here.<br>Drop files here or<br><button id=\"gform_browse_button_10_145\" class=\"button gform_button_select_files\" type=\"button\" aria-describedby=\"gfield_upload_rules_10_145 gfield_description_10_145\">Select files<\/button><br>Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.<\/p>\n<ul id=\"gform_multifile_messages_10_145\" class=\"validation_message validation_message--hidden-on-empty gfield_validation_message gform-ul-reset\"><\/ul>\n<p><!-- Leave\n\n\n<ul> empty to support CSS :empty selector. --><label class=\"gfield_label\" for=\"input_10_248\">Comments<\/label>This field is for validation purposes and should be left unchanged.<input id=\"input_10_248\" autocomplete=\"new-password\" name=\"input_248\" type=\"text\" value=\"\"><br><input id=\"gform_submit_button_10\" class=\"gform_button button\" type=\"submit\" value=\"Submit\"> <button id=\"gform_save_10_footer_link\" class=\"gform_save_link button\" type=\"button\"> Save and Continue Later<\/button><input name=\"gform_ajax\" type=\"hidden\" value=\"form_id=10&title=yes&description=yes&tabindex=0\"><br><input class=\"gform_hidden\" name=\"is_submit_10\" type=\"hidden\" value=\"1\"><br><input class=\"gform_hidden\" name=\"gform_submit\" type=\"hidden\" value=\"10\"><br><input id=\"gform_save_10\" class=\"gform_hidden\" name=\"gform_save\" type=\"hidden\" value=\"\"><br><input id=\"gform_resume_token_10\" class=\"gform_hidden\" name=\"gform_resume_token\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"gform_unique_id\" type=\"hidden\" value=\"\"><br><input class=\"gform_hidden\" name=\"state_10\" type=\"hidden\" value=\"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\"><br><input id=\"gform_target_page_number_10\" class=\"gform_hidden\" name=\"gform_target_page_number_10\" type=\"hidden\" value=\"0\"><br><input id=\"gform_source_page_number_10\" class=\"gform_hidden\" name=\"gform_source_page_number_10\" type=\"hidden\" value=\"1\"><br><input name=\"gform_field_values\" type=\"hidden\" value=\"\"><br><input id=\"gform_uploaded_files_10\" name=\"gform_uploaded_files\" type=\"hidden\" value=\"\"><\/p>\n<\/form>\n\n\n\n<p><iframe id=\"gform_ajax_frame_10\" style=\"display: none; width: 0px; height: 0px;\" title=\"This iframe contains the logic required to handle Ajax powered Gravity Forms.\" src=\"about:blank\" name=\"gform_ajax_frame_10\"><\/iframe><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Return to Our Website<\/h2>\n\n\n\n<p><a href=\"https:\/\/fleysherlaw.com\/\" target=\"_self\" rel=\"noopener\">www.fleysherlaw.com<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Search<\/h2>\n","protected":false},"excerpt":{"rendered":"<p>Online Estate Planning Questionnaire \"*\" indicates required fields Your Estate Planning Questionnaire Thank you for getting started! This questionnaire is a convenient and secure option for providing your attorney with the preliminary information needed to prepare the initial draft of your Estate Plan.After you've submitted the form, your attorney will receive the information and […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-14308","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning Questionnaire | Fleysher Law<\/title>\n<meta name=\"description\" content=\"Estate Planning Questionnaire\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning 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