Estate Planning Questionnaires for
Your Financial Future

CompleteTrusts.com is pleased to be able to provide our estate planning questionnaires for you to download. These documents are used to assess your estate needs and fund your Living Trust, and are provided for you in PDF format.

In order to view and print these PDF documents, you will need to have the latest version of Adobe® Acrobat® Reader®. Please visit the Adobe web site and download the Reader for free before attempting to open the questionnaire files provided below. You may also request a printed copy of the questionnaire by clicking here.

When you have completed the questionnaire, please send it and any related documents to us, either via mail to:

 

Janet L. Dobrovolny, Attorney at Law
2000 Powell St., Suite 1605
Emeryville, CA 94608

or fax your documents to us at:
Fax (510) 654-9851

 

You can now take the first step towards your living trust, without even leaving our web site. Please click the link, corresponding to your current environment.

Estate Planning Questionnaire (Single)

Estate Planning Questionnaire (Couple)

Estate Planning Questionnaire (Domestic Partner)

 

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