Trust and Estate Planning Questionnaire — Form Fields
This finance template includes 12 fields. Gather client information for trust and estate planning with assets, beneficiaries, and goals. Free to customize and use on ZenBuild.
Client Full Name (text, required)
Email Address (email, required)
Phone Number (text, required)
Date of Birth (text, required)
Marital Status (dropdown selection, required) — options: Single, Married, Domestic Partnership, Divorced, Widowed
Spouse/Partner Name (if applicable) (text, optional)
Estimated Net Worth ($) (number, required)
Asset Types (checkboxes, required) — options: Real Estate, Retirement Accounts, Brokerage Accounts, Business Ownership, Life Insurance, Personal Property
Primary Beneficiary Names (text, required)
Contingent Beneficiary Names (text, optional)
Special circumstances or wishes (minor children, charitable giving, special needs) (long text, optional)
Do you have an existing will? (dropdown selection, required) — options: Yes, No, In progress
