{"id":34581,"date":"2023-11-26T07:06:34","date_gmt":"2023-11-26T07:06:34","guid":{"rendered":"https:\/\/www.process.st\/templates\/estate-planning-questionnaire-template\/"},"modified":"2024-03-05T15:37:02","modified_gmt":"2024-03-05T15:37:02","slug":"estate-planning-questionnaire-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/estate-planning-questionnaire-template\/","title":{"rendered":"Estate Planning Questionnaire Template"},"content":{"rendered":"\n<section id=\"obtain-personal-information-of-the-client\"> \n <h2>Obtain personal information of the client<\/h2>\n <div class=\"text-content\">\n   Collect the necessary personal information of the client in order to properly create their estate plan. This includes their full name, date of birth, address, and contact information. This information will be used to identify the client and ensure the estate plan is tailored to their specific needs. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Full Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Date of Birth <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Phone Number <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email Address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"clarify-estate-planning-goals-and-concerns-of-the-client\"> \n <h2>Clarify estate planning goals and concerns of the client<\/h2>\n <div class=\"text-content\">\n   Engage in a conversation with the client to understand their specific estate planning goals and concerns. Discuss their desired outcomes and any apprehensions they may have. This will help guide the estate planning process and ensure the client's wishes are met. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What are your estate planning goals? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Do you have any concerns or specific requests? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-list-of-clients-assets-and-liabilities\"> \n <h2>Prepare list of client's assets and liabilities<\/h2>\n <div class=\"text-content\">\n   Compile a comprehensive list of the client's assets and liabilities. This includes information on their bank accounts, investments, real estate, debts, and any other relevant financial information. This will assist in developing a clear picture of the client's financial situation and aid in creating an effective estate plan. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please list all your assets. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please list all your liabilities. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"identify-family-members-and-other-significant-persons-in-the-clients-life\"> \n <h2>Identify family members and other significant persons in the client\u2019s life<\/h2>\n <div class=\"text-content\">\n   Identify and document the names and relationships of the client's immediate family members, as well as any other significant individuals in their life. This information will be important in determining potential beneficiaries and considering the client's relationships when developing the estate plan. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Name of spouse\/partner (if applicable) <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Names of children (if applicable) <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Names of other significant persons <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"request-for-clients-current-wills-and-trusts-if-any\"> \n <h2>Request for client's current wills and trusts if any<\/h2>\n <div class=\"text-content\">\n   Inquire if the client has any existing wills or trusts in place. Request copies of these documents, if available, to gain a better understanding of their current estate plan and to ensure the new plan aligns with their intentions. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Do you currently have a will in place? <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Do you have any trusts established? <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> If yes, please upload a copy of your current will. <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> If yes, please upload a copy of any trusts. <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"obtain-information-on-clients-retirement-benefits-and-insurance-policies\"> \n <h2>Obtain information on client's retirement benefits and insurance policies<\/h2>\n <div class=\"text-content\">\n   Gather details about the client's retirement benefits and insurance policies. This includes information on their pension plans, 401(k) accounts, life insurance policies, and any other benefits they may have. These details will be essential in evaluating their overall financial situation and considering potential beneficiaries. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please provide details of your retirement benefits. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please provide details of your insurance policies. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-summary-of-clients-current-estate-plan\"> \n <h2>Prepare summary of client's current estate plan<\/h2>\n <div class=\"text-content\">\n   Create a summary of the client's current estate plan using the information collected thus far. Include details about their assets, liabilities, beneficiaries, and any existing wills or trusts. This summary will serve as a reference point throughout the estate planning process. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please provide a summary of your current estate plan. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"discuss-long-term-healthcare-planning-options-with-the-client\"> \n <h2>Discuss long term healthcare planning options with the client<\/h2>\n <div class=\"text-content\">\n   Engage in a discussion with the client about long-term healthcare planning options. Explore potential scenarios and their preferences for care. This will assist in considering healthcare-related aspects within the estate plan and ensuring their wishes are upheld. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What are your long-term healthcare preferences? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"consult-on-potential-tax-implications-of-estate-distribution\"> \n <h2>Consult on potential tax implications of estate distribution<\/h2>\n <div class=\"text-content\">\n   Advise the client on potential tax implications that may arise from the distribution of their estate. Discuss any applicable estate or inheritance taxes, and strategies to minimize these taxes. This will help the client make informed decisions regarding their estate plan. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Do you have any concerns about estate taxes? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Which strategies have you considered for minimizing estate taxes? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Charitable giving \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Gifting \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Qualified personal residence trust \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Irrevocable life insurance trust \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Grantor retained annuity trust \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please provide additional information on your estate tax planning concerns and strategies. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"outline-estate-planning-strategies-suitable-for-the-client\"> \n <h2>Outline estate planning strategies suitable for the client<\/h2>\n <div class=\"text-content\">\n   Based on the client's goals, concerns, and financial situation, outline suitable estate planning strategies. Discuss options such as wills, trusts, charitable giving, and gifting. This will help tailor the estate plan to meet the client's specific needs and achieve their desired outcomes. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Which estate planning strategies have you considered? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Last will and testament \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Revocable living trust \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Irrevocable trust \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Special needs trust \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Charitable giving \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       6 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Gifting \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please provide additional information on your estate planning goals and strategies. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-estate-planning-strategy-outline\"> \n <h2>Approval: Estate Planning Strategy Outline<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Outline estate planning strategies suitable for the client<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"draft-the-estate-planning-questionnaire\"> \n <h2>Draft the estate planning questionnaire<\/h2>\n <div class=\"text-content\">\n   Prepare the draft of the estate planning questionnaire using the information gathered. This questionnaire will serve as a comprehensive document outlining the client's estate planning goals, concerns, assets, liabilities, family members, and other relevant information. The questionnaire will be used to finalize the estate plan. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please draft the estate planning questionnaire. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-planned-gifts-and-donations-if-any\"> \n <h2>Review planned gifts and donations if any<\/h2>\n <div class=\"text-content\">\n   If the client has expressed an interest in making planned gifts or donations, review and discuss their intentions. Determine the specific assets or funds they wish to allocate for charitable purposes. This will enable the inclusion of any planned gifts or donations within the estate plan. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Do you intend to make any planned gifts or donations? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please provide details of your planned gifts or donations. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"discuss-clients-wishes-regarding-endoflife-decisions\"> \n <h2>Discuss client's wishes regarding end-of-life decisions<\/h2>\n <div class=\"text-content\">\n   Initiate a conversation with the client about their wishes concerning end-of-life decisions. Discuss topics such as life-sustaining treatment, organ donation, and funeral arrangements. This discussion will ensure that the client's preferences are considered and documented within the estate plan. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What are your wishes regarding life-sustaining treatment? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Do you wish to be an organ donor? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please provide any specific instructions or preferences for your funeral arrangements. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"finalize-the-estate-planning-questionnaire\"> \n <h2>Finalize the estate planning questionnaire<\/h2>\n <div class=\"text-content\">\n   Review and finalize the estate planning questionnaire to ensure all necessary information is included. Confirm that the questionnaire accurately reflects the client's goals, concerns, and relevant details. This will ensure a comprehensive and customized estate plan. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please review and finalize the estate planning questionnaire. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-final-estate-planning-questionnaire\"> \n <h2>Approval: Final Estate Planning Questionnaire<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Finalize the estate planning questionnaire<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"send-questionnaire-to-the-client-for-signature\"> \n <h2>Send questionnaire to the client for signature<\/h2>\n <div class=\"text-content\">\n   Send the finalized estate planning questionnaire to the client for their review and signature. This will allow them to confirm their intentions and provide any additional input before finalizing the estate plan. \n <\/div> \n <div class=\"send-rich-email-content form-field-content\"> <!-- No Recipients --> <!-- No Recipients --> <!-- No Recipients --> \n  <div class=\"form-group subject\"> <label>Subject<\/label> \n   <p class=\"form-control-static\"> Signature Request <\/p> \n  <\/div> \n  <div class=\"form-group body\"> <label>Body<\/label> <iframe srcdoc=\"<p>Dear {{form_Full_Name}},<\/p><p>Please find attached the finalized estate planning questionnaire for your review and signature.<\/p><p>Thank you,<\/p><p>The Estate Planning Team<\/p>\n<style>*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}<\/style>\n\" sandbox=\"\"><\/iframe> \n  <\/div> \n  <div class=\"form-group\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"receive-signed-questionnaire-from-the-client\"> \n <h2>Receive signed questionnaire from the client<\/h2>\n <div class=\"text-content\">\n   Collect the signed estate planning questionnaire from the client. Ensure that all sections have been properly completed and signed. This will indicate the client's agreement and consent with the finalized estate plan. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Please upload the signed estate planning questionnaire. <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"store-questionnaire-securely-for-future-reference\"> \n <h2>Store questionnaire securely for future reference<\/h2>\n <div class=\"text-content\">\n   Safely store the signed estate planning questionnaire for future reference. Ensure the document is securely stored in a location accessible only to authorized personnel. This will facilitate easy retrieval of the document when needed. \n <\/div> \n<\/section> \n<section id=\"notify-family-members-of-completed-estate-planning-questionnaire\"> \n <h2>Notify Family Members of completed Estate Planning questionnaire<\/h2>\n <div class=\"text-content\">\n   Inform the client's designated family members or trusted individuals that the estate planning questionnaire has been completed. This will keep them informed of the progress and provide them with an opportunity to discuss any concerns or questions they may have. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Name of Family Member\/Trusted Individual <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email Address of Family Member\/Trusted Individual <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Obtain personal information of the client Collect the necessary personal information of the client in order to properly create their estate plan. This includes their full name, date of birth, address, and contact information. This information will be used to identify the client and ensure the estate plan is tailored to their specific needs. 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