Planning Your Estate

Questionnaires

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To help you prepare to see your attorney, you may use the following questionnaires to compile information your attorney will need to help you develop an estate plan. Your attorney may prefer to use other questionnaires and may need additional information. Call your attorney before your appointment to see what information he or she may need.

Personal Data
Financial Data
Will
Living Will
Durable Power of Attorney
Health Care Power of Attorney
Trusts


Prepared by Carol A. Schwab, J.D., LL.M.
Professor and Extension Specialist, NC State University.

This publication is provided as a public service and is designed to acquaint you with certain legal issues and concerns. It is not designed as a substitute for legal advice, nor does it tell you everything you may need to know about this subject. Future changes in the law cannot be predicted, and statements in this publication are based solely on the laws in force on the date of publication.

Date: August 2000

NC State University
College of Agriculture and Life Sciences
North Carolina Cooperative Extension Service
Department of Family and Consumer Sciences
North Carolina Bar Association
Elder Law Section


Employment and program opportunities are offered to all people regardless of race, color, national origin, sex, age, or disability.

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