Estate Planning Questionnaires and Documents

The following resources are designed to help you prepare for

your estate planning consultation with Fortis Planning. Completing

these forms in advance ensures your attorney has everything needed

to create documents that accurately reflect your wishes.

Will Questionnaires (Couples & Individual)

This questionnaire is used to familiarize clients with the questions that need to be answered.

Powers Questionnaires (Couples & Individual)

This document is designed to give you a preview of the precise questions needed to complete the Powers Plan.

Health Care Statement of Wishes - Questionnaire

If your state's Advanced Health Directive, Living Will etc. leaves major areas of concern left unanswered use the Statement of Wishes form.

Fortis Planning, LLC is not a law firm and does not provide legal advice. All documents are reviewed by licensed attorneys in the appropriate state. We would just like to extend a big THANK YOU to al l of our website visitors and supporters. It is because of you we get to do what we love,

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