Estate Planning Questionnaire – Single: Start Planning with Clarity and Confidence

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Estate planning is one of the most meaningful steps you can take to protect your future and loved ones. For individuals, completing an estate planning questionnaire – single helps ensure your plan reflects your goals, assets, and preferences clearly from the start.

At Anton Legal Group, we guide clients throughout Washington, DC, Alexandria, VA, Annapolis, MD, Chevy Chase, MD, and across Florida through every step of the estate planning process. Our single questionnaire makes it simple for individuals to provide the information needed to build a plan that fits perfectly.

What the Estate Planning Questionnaire Covers

Our estate planning questionnaire – single is designed to help you and your attorney identify key priorities and tailor your documents to your circumstances. It covers:

  • Personal information – Name, address, and contact details
  • Family details – Beneficiaries, dependents, or special care considerations
  • Assets and property – Real estate, bank accounts, investments, and business interests
  • Debts and obligations – Mortgages, loans, or other liabilities
  • Insurance and retirement plans – Policies, annuities, and 401(k)s
  • Healthcare wishes – Advance directives, healthcare agents, and end-of-life preferences
  • Guardianship preferences – For children or dependents
  • Executor and trustee selections – Choosing people you trust to manage your affairs

This process ensures your attorney has the complete picture needed to prepare customized wills, trusts, and powers of attorney that align with your wishes.

Why the Questionnaire Matters

Completing the estate planning questionnaire – single helps you:

  • Save time during consultations
  • Avoid missing important details about assets or beneficiaries
  • Reduce stress and uncertainty for loved ones later
  • Create a legally sound plan that reflects your personal and financial goals

At Anton Legal Group, we make this process simple, confidential, and efficient, so you can plan with peace of mind.

Clients choose Anton Legal Group because we offer direct attorney access, practical guidance, and thorough preparation. You will work directly with an experienced estate planning attorney who listens carefully and explains your options in plain language. We are known for creating clear, enforceable plans that protect individuals, families, and businesses across multiple jurisdictions.

Take the First Step Today

Protecting your future starts with the right information. Completing an estate planning questionnaire – single is the first step toward clarity and control.

Contact Anton Legal Group today to request your questionnaire or schedule a consultation. Our attorneys will guide you through the process and help you build a personalized plan that secures your legacy and peace of mind.