Property ownership information
Information regarding real estate holdings and how each property is currently owned.
Your Estate Planning Journey
Welcome to Estate Planningat RMR Wealth
You’ve already completed the Estate Planning Q&A Session with an Accredited Estate Planner® on our team. That meeting gave you an opportunity to discuss your goals and determine the estate planning pathway appropriate for your situation.
The next step is completing the Estate Planning Questionnaire below and gathering the requested information.
Preparing for Your Roadmap Session
Estate Planning Questionnaire
Secure client information
Family Information
Assets and Accounts
Key Decision Makers
Existing Documents
Better Prepared More time for meaningful planning conversations
The Next Step
About the Estate Planning Questionnaire
Completing the Estate Planning Questionnaire before scheduling your Estate Planning Roadmap Session is an important next step. This helps us spend less time finding and collecting information during your Roadmap Session, allowing for more time to discuss what matters most to you and your family.
Your Roadmap Session Comes Next
After your questionnaire is submitted and reviewed, our team will coordinate the next meeting in your estate planning process.
Before You Begin
What to Expect
Estimated Time
15–20
Minutes to complete Set aside a short block of time to move through the questionnaire and provide the requested information.
Flexible Process
Gather information at your own pace
Continue Later
Save and return if needed
Secure Submission
Secure digital submission of your webform
Your completed questionnaire will be submitted electronically for our estate planning team to review.
Reviewed Before Your Roadmap Session
Your dedicated Accredited Estate Planner® will review everything before your Estate Planning Roadmap Session.
Preparing Your Information
Before You Begin, Please Have Access To:
Having the following information available will make it easier to move through the questionnaire and provide complete responses.
Estimated account and policy values
Estimated values for bank accounts, investment accounts, retirement accounts, and life insurance policies.
Important individual information
Information regarding family members, beneficiaries, and other important individuals involved in your estate plan.
Ownership and related agreements
Business ownership information and any related agreements, if applicable to your situation.
Important online and digital holdings
A list of important digital assets, including online financial accounts and cryptocurrency holdings.
Exact values are not required. Reasonable estimates are sufficient unless the questionnaire specifically requests additional documentation.
Personal Information
Your Family
We will ask for information regarding the people and relationships that may influence your estate planning decisions.
- ✓ Your spouse or partner
- ✓ Children and grandchildren
- ✓ Previous marriages
- ✓ Dependents
- ✓ Family members with special circumstances or needs
- ✓ Beneficiaries you would like to include in your estate plan
Fiduciary Roles
Key Decision Makers
Please begin considering individuals you may trust to carry out important financial, legal, and healthcare responsibilities.
- ✓ Executor
- ✓ Successor Executor
- ✓ Trustee
- ✓ Successor Trustee
- ✓ Guardian for minor children
- ✓ Healthcare Agent
- ✓ Financial Power of Attorney Agent
Financial Information
Your Assets
We will gather a high-level picture of the assets and property that may need to be addressed within your estate plan.
- ✓ Bank accounts
- ✓ Investment accounts
- ✓ Retirement accounts
- ✓ Real estate
- ✓ Business interests
- ✓ Life insurance policies
- ✓ Significant personal property
Current Planning
Existing Estate Documents
Please have copies available if you have previously completed estate planning or related ownership documents.
- ✓ Last Will and Testament
- ✓ Trust documents
- ✓ Durable Power of Attorney
- ✓ Healthcare Directive
- ✓ Property deeds
- ✓ Business agreements
Account Review
Beneficiary Review
This is a good opportunity to review the beneficiaries currently listed on accounts and policies that transfer by designation.
- ✓ IRAs
- ✓ 401(k) and other retirement accounts
- ✓ Life insurance policies
- ✓ Annuities
- ✓ Transfer-on-death and payable-on-death accounts
Online Property
Digital Assets
Modern estate plans may also address important online accounts, digital property, and access considerations.
- ✓ Cryptocurrency holdings
- ✓ Password managers
- ✓ Email accounts
- ✓ Social media accounts
- ✓ Cloud storage accounts
- ✓ Online financial accounts
Select a category above to view the related information.
Your Next Step
Begin Your Estate Planning Questionnaire
Once you have gathered the information above, you are ready to begin your secure questionnaire. The information you provide will help us prepare for a productive Estate Planning Roadmap Session, where together, we’ll create an estate plan tailored to your goals, family, and legacy.
Secure digital questionnaire
Complete at your own pace Submit securely Prepare for your Roadmap Session