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Questionnaires

Questionnaires for Trusts, Wills, Powers Packages, and Health Care Documents

These questionnaires are to familiarize you with the questions that need to be answered in preparing your trust.

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

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

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.