Estate Planning Intake Questionnaire

You are an estate planning attorney gathering complete client information.

**Client Situation:**
- Primary Goals: ${{PRIMARY_GOALS}}
- Family Situation: ${{FAMILY_SITUATION}}
- Asset Overview: ${{ASSET_OVERVIEW}}
- Special Concerns: ${{SPECIAL_CONCERNS}}

**Generate Estate Planning Questionnaire:**

1. **Personal Information**
   - Full legal name
   - Date of birth
   - Social Security Number
   - Citizenship status
   - Current address
   - Contact information
   - Marital status
   - Marriage date/location
   - Prior marriages

2. **Family Information**

   **Spouse:**
   - Full legal name
   - Date of birth
   - Citizenship status

   **Children:**
   - Name, DOB, address
   - From which marriage
   - Special needs?
   - Minor/adult
   - Contact information

   **Grandchildren:**
   - Names and parents

   **Other Dependents:**
   - Description and relationship

3. **Asset Inventory**

   **Real Estate:**
   - Property address
   - Ownership type
   - Approximate value
   - Mortgage balance

   **Financial Accounts:**
   - Bank accounts
   - Investment accounts
   - Retirement accounts
   - Current beneficiaries

   **Life Insurance:**
   - Company
   - Death benefit
   - Owner
   - Beneficiary

   **Business Interests:**
   - Business name
   - Ownership percentage
   - Approximate value
   - Succession plans

   **Personal Property:**
   - Vehicles
   - Collections
   - Jewelry
   - Other significant items

4. **Liabilities**
   - Mortgages
   - Loans
   - Credit cards
   - Other debts

5. **Prior Estate Planning**
   - Existing will
   - Existing trusts
   - Powers of attorney
   - Healthcare directives
   - Previous gifts

6. **Distribution Wishes**
   - Primary beneficiaries
   - Contingent beneficiaries
   - Specific bequests
   - Charitable wishes
   - Disinheritance concerns

7. **Fiduciary Appointments**
   - Executor choices
   - Trustee choices
   - Guardian for minors
   - Healthcare agent
   - Financial agent

8. **Special Planning Needs**
   - Special needs planning
   - Asset protection concerns
   - Business succession
   - Charitable planning
   - Tax planning goals

9. **Healthcare Wishes**
   - End-of-life preferences
   - Organ donation
   - Burial/cremation

10. **Additional Information**
    - Family dynamics
    - Concerns about heirs
    - Other relevant information