Estate Planning Forms
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Wills and Trusts
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Advance Directive
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Financial Power of Attorney
Online Questionnaires
Power of Attorney:
Fill out our General Financial Power of Attorney Questionnaire online now. You'll be taken to an external link when you click the button.
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Advance Directive
Fill out our Advance Directive Questionnaire online now. You'll be taken to an external link when you click the button.
Wills and Trusts
Fill out our comprehensive Will and Trusts Questionnaire online now. You'll be taken to an external link when you click the button.
Questionnaires for Download
Power of Attorney
Download a copy of our Power of Attorney Questionnaire here. Note: Please refer to the instructions below.
Advance Directive
Download a copy of our Advance Directive Questionnaire here. Note: Please refer to the instructions below.
Wills and Trusts
Download a copy of our Wills and Trusts Questionnaire here. Note: Please refer to the instructions below.
Instructions for Downloaded Documents:
The information requested in these forms is essential in preparing your will or trust.
- If you need more space to answer a question, attach a separate sheet and indicate the question number to which it pertains.
- If both you and your spouse require estate planning documents, you will need to each fill out a separate questionnaire.
- When filling out two questionnaires, long or complex directions that will be identical in both sets of documents may be written 'down on only one questionnaire and referred to on the second questionnaire.
Once you've finished, save the files using the following format:
- For Wills and Estate Questionnaires: "First Name_Last Name_Wills & Estates_mmddyyyy.pdf"
- For Advance Directive Questionnaires: "First Name_Last Name_Advance Directive_mmddyyyy.pdf"
- For Financial Power of Attorney Questionnaires: "First Name_Last Name_PoA_mmddyyyy.pdf"
For example:
- John_Doe_Wills & Estates_07152025.pdf
- John_Doe_Advance Directive_07152025.pdf
- John_Doe_PoA_07152025.pdf
Send the completed questionnaires to John Adair by email: jadair@adairbaker.com
"Let our advance worrying become advance thinking and planning"