Get Wiseman Bray Confidential Personal Information Questionnaire 2015-2025

Filling out the Wiseman Bray Confidential Personal Information Questionnaire is an important step toward effective estate planning. This guide will walk you through the process of completing the form online, ensuring you provide all necessary information accurately and comprehensively.

Follow the steps to successfully complete the questionnaire.

1. Click the ‘Get Form’ button to access the questionnaire and open it in the editor.
2. Begin by selecting the purpose of your visit by checking the appropriate boxes. Options include reviewing an existing estate plan, learning about estate planning, and preparing legal documents like a will or trust.
3. In the 'You, and if married, your spouse' section, fill in both your legal name and the name you prefer to be called. Indicate whether you and your spouse are U.S. citizens by selecting 'Yes' or 'No'. Provide your social security number, date of birth, and health status.
4. Enter your and your spouse’s address, phone numbers, and email addresses in the designated fields. It’s essential to ensure this contact information is accurate to facilitate communication about your estate planning.
5. In the 'Your Children' section, provide the legal names, birth dates, and any relevant information about your children or potential beneficiaries, including details about their parentage.
6. List any advisors you may have, including certified public accountants or financial consultants. Provide their names, firms, and phone numbers.
7. Estimate the value of your assets by completing the asset schedule section. Include details for each asset such as a personal residence, retirement accounts, and vehicles. Be sure to specify values based on fair market value.
8. Review the completed form to ensure all sections are filled out accurately. Once you are satisfied, you may download the form, print it, or save the changes for future reference.

Start filling out your Wiseman Bray Confidential Personal Information Questionnaire online today!