Skip to main content
CM Retirement SolutionsSecure Estate Planning LLC

Estate Planning Questionnaire

Your Family's Plan Starts With a Few Simple Answers

Tell us about your family, your wishes, and the people you trust. We'll use it to prepare your attorney-drafted trust, wills, and powers of attorney.

Start the Questionnaire

  • About 15 minutes

    Skip anything that doesn't apply — estimates are fine.

  • Private & direct

    Your answers go only to our office.

  • A faster appointment

    We arrive prepared, so your meeting is focused on you.

1

Trustor

The person creating the trust.

Marital status
Employment
2

Spouse

If applicable.

Marital status
Employment
3

Children & Beneficiaries

Include step-children, adopted children, or any other beneficiaries.

Beneficiary 1

Beneficiary 2

Beneficiary 3

4

Specific Gifts

If applicable — list specific items and who should receive each.

5

Successor Trustee

The person who will manage the trust after you.

Primary successor trustee

Backup successor trustee

Second backup (optional)

How would you like your successor trustees to serve?
6

Assets

Estimates are fine.

$
$
$
$
$
$
$
$
7

Executor of Estate

Usually the same person as your successor trustee, but it can be different.

Primary executor

Backup executor

Second backup (optional)

8

Advance Health Care Directive

Your medical decision maker.

Primary health care agent

First backup agent

Life-sustaining treatment (life support)
9

Durable Power of Attorney (Financial)

Primary agent

First backup agent

10

Pet Care

If applicable.

Do you have pets?
$
11

Final Arrangements

My wishes are
Military honors
Organ donation
12

Additional Information

Ready to send?

Your answers go directly and privately to Nick Cuda, Certified Estate Planner.

Helpful Definitions

Trustor
The person who creates and funds the trust (also called a grantor or settlor).
Beneficiary
A person or organization chosen to receive assets from your estate or trust.
Successor Trustee
The person who takes over managing your trust if you pass away or can no longer serve.
Executor
The person named in your will to settle your estate.
Advance Health Care Directive
Names who makes medical decisions for you and records your wishes.
Durable Power of Attorney
Authorizes a trusted person to manage your money and legal affairs.

Important Notice

Nick Cuda is a Certified Estate Planner (CEP) and is not an attorney. Nick Cuda does not provide legal or tax advice. Estate planning documents are prepared using attorney-drafted forms. Clients with legal questions may consult an independent licensed attorney; attorney review is available for an additional fee. Questions? Call (909) 325-7072.