Estate Planning Questionnaire for Married Couples Without Children

INITIAL CHECKLIST

We all love the ease of doing things online, expeditiously, and at as low a cost as possible; HOWEVER, if the answer to any of the following questions is “Yes,” please contact us. The experienced estate planning attorneys at Pappas Gibson can discuss your situation and objectives with you and make sure we craft a plan that is right for you.

  • Are you or your spouse a citizen of a country other than the US?

  • Are you residents of a state other than Ohio?

  • Is any person you intend to name as a beneficiary or key person in your estate plan (executor, trustee, or agent under a power of attorney) a citizen of a country other than the US?

  • Do you already have a trust?

  • Do you have any children who predeceased you but who have children of their own who are currently living?

  • Do any of your beneficiaries have any special needs or issues with substance abuse, creditors, or pending divorces?

  • Do you own multiple pieces of real estate or any interest in a privately-held business?

  • Is your estimated net worth, when you include the death benefit that would pay out on any life insurance policies, over $10,000,000?

  • Do you want to talk with an attorney about your estate plan, even if you answered “no” to all the questions above?

 
 

You’re Almost Done!

As soon as we receive your payment, we’ll review your answers and start on your plan!

WE OFFER ONE CONVENIENT & COST-EFFECTIVE ALL-INCLUSIVE ESTATE PLAN

$1600

All-Inclusive Estate Plan

A convenient and affordable estate plan drafted by an experienced attorney at Pappas Gibson.

Each plan includes a Will, a durable/financial power of attorney, and healthcare care power of attorney. Each plan may also include a trust and living will, depending on the answers above. Documents for you and your spouse are included.

You’ll also receive a transfer-on-death designation affidavit for your residence to ensure it avoids probate. We will cover the recording costs for you as part of the fee.

PAY FOR YOUR PLAN!