Estate Planning Questionnaire – Married: Protecting Your Family and Your Future

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When you are married, estate planning is not just about protecting assets, it is about ensuring your spouse and loved ones are secure no matter what life brings. Completing an estate planning questionnaire – married helps couples organize their financial picture and make informed decisions that build a lasting legacy.

At Anton Legal Group, we help couples throughout Washington, DC, Alexandria, VA, Annapolis, MD, Chevy Chase, MD, and across Florida create estate plans that reflect their goals and family values. Our questionnaire simplifies the process and sets the foundation for a strong, customized plan.

What the Estate Planning Questionnaire Includes

Our estate planning questionnaire – married is designed to gather key details about your joint and individual assets, relationships, and intentions. It typically covers:

  • Personal and family information – Names, marriage details, dependents, and family structure.
  • Assets and property – Real estate, joint accounts, investments, and personal property.
  • Business interests – Ownership percentages, partnership agreements, and valuation notes.
  • Debts and obligations – Mortgages, loans, and other liabilities.
  • Insurance and retirement accounts – Life insurance, annuities, pensions, and 401(k)s.
  • Healthcare and incapacity planning – Medical directives, healthcare proxies, and long-term care preferences.
  • Guardianship nominations – Preferred guardians for minor children or dependents.
  • Executor and trustee designations – Who will manage your estate, trusts, or assets.

By completing this information, our attorneys can create wills, trusts, and powers of attorney that protect both spouses and ensure smooth transitions.

Why Couples Should Complete the Questionnaire

Completing an estate planning questionnaire – married gives you and your spouse clarity, control, and peace of mind. It allows you to:

  • Identify and organize all assets in one place.
  • Determine how property should pass to a surviving spouse or children.
  • Minimize estate taxes and avoid probate delays.
  • Protect your family’s financial security if one spouse becomes incapacitated.
  • Ensure both partners’ healthcare and end-of-life wishes are honored.

Clients trust Anton Legal Group because we combine legal precision with a personal approach. You work directly with an experienced attorney who takes time to understand your family dynamics and future goals. Our firm is known for direct attorney access, thorough preparation, and practical guidance that makes complex planning straightforward.

Begin Your Estate Plan with Confidence

Taking the first step is easier than you think. Completing an estate planning questionnaire – married gives you and your spouse a clear starting point to protect what matters most.

Contact Anton Legal Group today to request your questionnaire or schedule a consultation. We will guide you through the process, help you understand your options, and build an estate plan that secures your family’s future with confidence and care.