The Ala Firm
The Ala Firm
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    • Consultation questionnaire
    • Last will and testament
    • Financial power of attorney (POA)
    • Medical power of attorney (POA)
    • Trust agreement – Married couple
    • Individual pour-over trust
    • Guardianship election for minors
    • Living will
  • About The Ala Firm

Estate Planning Consultation Questionnaire

The purpose of this form is to gather initial information to determine the scope of legal documentation to be recommended. We recognize that this questionnaire is a fairly intrusive document. However, the more complete the information is, the better it will equip us to develop the best possible estate planning alternatives. Your information will be kept confidential unless you expressly authorize, in writing, its release to others.

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  • Information about you

  • Date Format: MM slash DD slash YYYY
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  • Family Information

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  • Information about your spouse

  • Date Format: MM slash DD slash YYYY
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  • Information about your children

  • Full NameAgeDate of birthAny special needs or disabilities? 
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  • Financial Information

  • Type of property (rental home, land, etc.)City/State?Who owns the property?How is title held?Is there a mortgage? 
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  • Other Information

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About Marisa

Marisa Ala

Marisa is taking her 20 years of experience in litigation and helping families secure their financial future through informed estate planning.