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Estate Planning Questionnaire

Planning for the future can feel overwhelming, but taking these steps now is a meaningful gift to your family. Our goal is to make the estate planning process clear, comfortable, and tailored to your needs. Lora Williams provides thoughtful, confidential guidance as you make important personal decisions, helping you create a plan that protects you and your loved ones for years to come. To get started and make the most of your appointment, we encourage you to complete the Estate Planning Questionnaire, Power of Attorney Questionnaire, and Trust Planning Questionnaire in advance. If you are ready to create a will, power of attorney, living trust, or comprehensive estate plan, call 812-663-7601 to schedule your appointment.

Estate Planning Questionnaire

Multi-line address
Date of Birth
Month
Day
Year
Spouse's Date of Birth
Month
Day
Year
What estate documents do you want prepared for you?

Power of Attorney Questionnaire

When will the Power of Attorney be effective?
Immediately
On a future date
Upon incompetence
Power of Attorney effective date
Month
Day
Year
Do you have any previous Power of Attorneys?
Yes
No
If yes, are they
Revoked
Superseded

Trust Planning Questionnaire

Will the trust be
Revocable
Irrevocable
Do you want to no contest provision included in your trust?
Yes
No
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