Estate Planning Questionnaire — Hunsinger Law Group, LLC

Your Information

Please provide your personal details as they appear on legal documents.

Full Legal Name Please enter your full legal name.

Any Former / Maiden Names (optional)

Date of Birth Please enter your date of birth.

SSN (Last 4 Digits) For identification purposes only. Please enter exactly 4 digits.

Address

Street Address Please enter your street address.

City Required

State Required

ZIP Code Required

Contact

Phone (Home) (optional)

Phone (Cell) Please enter a phone number.

Phone (Work) (optional)

Email Please enter a valid email address.

Additional Details

U.S. Citizen?

Yes No

Please select one.

State of Residence

Missouri Illinois Other

Please select one.

Other State of Residence

Employer (optional)

Occupation (optional)

Spouse / Partner

Tell us about your spouse or domestic partner, if applicable.

Do you have a spouse or partner?

Spouse's Full Legal Name

Any Former / Maiden Names (optional)

Date of Birth

SSN (Last 4 Digits)

Spouse's Address

Street Address (if different from yours)

City

State

ZIP Code

Spouse's Contact

Phone (Home) (optional)

Phone (Cell)

Phone (Work) (optional)

Email

Spouse's Details

U.S. Citizen?

Yes No

Employer (optional)

Occupation (optional)

Marriage Details

Date of Marriage

First marriage for you?

Yes No

First marriage for spouse?

Yes No

If not first marriage, please provide details of prior marriages (optional)

Prenuptial or postnuptial agreement?

Yes No

Children & Dependents

Tell us about your children and any dependents.

Do you have children?

Follow-up Questions

Children from a prior relationship?

Yes No

Any minor children (under 18)?

Yes No

Special needs requiring a trust?

Yes No

Exclude any children from plan?

Yes No

If excluding, please explain

Other Beneficiaries

List anyone else you'd like to include in your estate plan — family, friends, charities, etc.

Fiduciary Appointments

Choose the people you trust to carry out different roles. We recommend naming a primary and an alternate for each.

Personal Representative / Executor

The person responsible for managing your estate after you pass — paying debts, filing taxes, and distributing assets according to your will.

Primary — Name

Address

Phone

Alternate — Name

Address

Phone

Guardian for Minor Children

If both parents pass away or become incapacitated, this person will raise your minor children.

Primary — Name

Address

Phone

Alternate — Name

Address

Phone

Trustee

Manages any trust(s) you create — investing assets, making distributions, and following the terms of the trust document.

Primary — Name

Address

Phone

Alternate — Name

Address

Phone

Financial Power of Attorney

Handles your financial affairs if you become incapacitated — paying bills, managing accounts, and making financial decisions on your behalf.

In Missouri, your POA must be signed before two witnesses. In Illinois, it must be notarized.

Primary — Name

Address

Phone

Alternate — Name

Address

Phone

Healthcare Power of Attorney

Makes medical decisions on your behalf if you cannot communicate your wishes. Sometimes called a "healthcare proxy."

This person should understand your values and healthcare preferences. Discuss your wishes with them ahead of time.

Primary — Name

Address

Phone

Alternate — Name

Address

Phone

Your Assets

Estimates are fine — we need a general picture of what you own. We'll get exact numbers later.

Real Estate

Bank Accounts

Retirement Accounts

Investment Accounts

Life Insurance

Business Interests

Vehicles & Other Titled Property

Valuable Personal Property

Other Assets

Debts & Liabilities

List your outstanding debts so we can plan accordingly.

Total Estimated Debt: $0

Current on all payments?

Yes No

Joint debts with a non-spouse?

Yes No

Please describe the joint debt(s)

Existing Estate Planning Documents

Let us know what documents you already have in place.

If you answer "Yes" to any of the following, please bring copies of those documents to your appointment.

Current Will

Date

Location of Document

Trust

Type of Trust

Date

Location

Financial Power of Attorney

Date

Agent Named

Healthcare Power of Attorney

Date

Agent Named

Healthcare Directive / Living Will

Date

HIPAA Authorization

Beneficiary Designations on File (retirement, insurance, etc.)

Goals & Concerns

Help us understand what matters most to you. There are no wrong answers — just share what's on your mind.

What are the most important things you want your estate plan to accomplish?

Are there specific people or causes you want to provide for?

Do you have concerns about any beneficiary's ability to manage money?

Are there family situations we should know about?

Are you interested in avoiding probate?

Do you have charitable giving goals?

Is asset protection a concern?

Is Medicaid or long-term care planning a concern?

Anything else you'd like us to know?

Review & Submit

Please review the information below. Use the Back button to make changes.

Important MO/IL Information:
Missouri: POA requires principal's signature + 2 witnesses. No state estate tax (repealed 2005).
Illinois: POA requires notarization (no witnesses needed). Estate tax exemption at $4M; rates 0.8%–16% on excess.
Federal: Estate tax exemption ~$13.99M per individual (2025), subject to sunset provisions.
Neither state has an inheritance tax.

Your Information

Address

Contact

Additional Details

Spouse / Partner

Spouse's Address

Spouse's Contact

Spouse's Details

Marriage Details

Children & Dependents

Follow-up Questions

Other Beneficiaries

Fiduciary Appointments

Personal Representative / Executor

Guardian for Minor Children

Trustee

Financial Power of Attorney

Healthcare Power of Attorney

Your Assets

Real Estate

Bank Accounts

Retirement Accounts

Investment Accounts

Life Insurance

Business Interests

Vehicles & Other Titled Property

Valuable Personal Property

Other Assets

Debts & Liabilities

Existing Estate Planning Documents

Goals & Concerns

Review & Submit

Questionnaire Submitted!