(Review/Update) Estate Plan Questionnaire 2025 | The Law Office of Kelly T. Braun, PLLC
This form asks for information about what documents you have in your current estate plan you have, when it was created, and what has changed (or you'd like to change) since your estate plan documents were signed. This information is kept confidential. Providing this information before we meet is helpful to make the most of our time when discussing your estate plan update options. Thank you for taking the time, Kelly PLEASE NOTE: No attorney-client relationship is created by completing and submitting this form.
Today's Date
(Person 1) First, Middle, Last Name
(Person 1) Email Address
Phone Number
Address (Street, City)
(Spouse/Partner) First, Middle, Last Name
Who did you work with on your existing estate plan?
Kelly T. Braun / The Law Office of Kelly T. Braun
Another Attorney
Self-made
What estate plan documents to you currently have?
Will
Revocable Living Trust
Other type of Trust
General (Financial) Power(s) of Attorney
Medical / Healthcare Power(s) of Attorney
Other
Unsure what I/we have
How old are your documents (Will, Trust, Powers of Attorney)?
Less than a year old
1-5 years old
More than 5 years old
Unsure
I/we are looking to...
Change Trustee(s) and/or Personal Representative(s)
Change Agent(s) in Power of Attorney
Find out more about Ladybird Deeds
Add a family member to the plan
Remove someone from the plan
Add real estate provision to my/our Trust
Nominate Guardian for minor child(ren)
Add pet provision to my/our Trust
Something else
Since I/we completed our estate plan, I/we have
Added a family member
Lost a family member
Acquired new assets (such as real property, investments/retirement assets, valuable tangible
Moved outside of Michigan
Separated/Divorced/Widowed
Sold real property
Issues with named Beneficiaries
Other
What is the approximate value of REAL PROPERTY (that you own or have an interest in)?
Real Property
less than $100k
$100k - $200k
$200k - $500k
more than $500k
N/A - Do not own any real property
How (and where) is your REAL PROPERTY owned or held?
Individually (Michigan)
Joint with Spouse (Michigan)
Joint with Other(s) (Michigan)
Owned by Trust (Michigan)
Property owned outside of Michigan
N/A - Do not own any real property
What is the approximate value of your BANK ACCOUNTS (that you own or have an interest in)?
Checking, Savings, CDs, Money Market
less than $25k
$25k - $100k
$100k - $500k
$500k - $1m
more than $1m
more than $10m
N/A - Do not own any of these types of accounts
How are your BANK ACCOUNTS owned or held?
Individually
Joint with Spouse
Joint with Other(s)
Owned by Trust
N/A - Do not own any of these types of accounts
What is the approximate value of your RETIREMENT ACCOUNTS (IRA, 401(k), 403(b), SEP, Roth, etc.))?
Retirement Assets
less than $25k
$25k - $100k
$100k - $500k
$500k - $1m
more than $1m
more than $10m
N/A - Do not own any of these types of accounts
Family Information
I am single (unmarried, divorced, widow(er))
We are married - first marriage
We are married - second, third, etc. marriage
I/we have minor children (under 18)
I/we have minor children and adult (over 18) children
I/we have adult children (over 18)
I/we do not have any children
I/we have living parents
I/we have living siblings
We have concerns about our children to discuss
We have concerns with family members to discuss
How did you hear about The Law Office of Kelly T. Braun, PLLC?
How did you hear about Kelly T. Braun / The Law Office of Kelly T. Braun, PLLC?
A family member
A previous client of this Firm
A friend
Facebook
LinkedIn
Instagram
Rochester Regional Chamber of Commerce
My/our CPA
My/our Financial Advisor
Another Lawyer
Google search
Attended a seminar where Kelly presented
Do you have anything to add that you think might be relevant to our estate planning conversation?
How soon would you like to meet to discuss an update to your estate plan?
Ideal time frame for a meeting?
This week or next
ASAP - need to have this completed by a certain date
Not sure - just researching options
Sometime this month
I/we understand that completing and submitting this form does not create an attorney-client relationship with attorney Kelly T. Braun or The Law Office of Kelly T. Braun, PLLC.
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