Silver Estate Plan Questionnaire

Complete and submit this Questionnaire as the first step to hire Arizona estate planning attorneys Richard Keyt and his son Richard C. Keyt to prepare your estate plan documents. When you click on the submit button we will send you an email message with the questions and answers you enter into this Questionnaire.

If you don’t have time to complete this Questionnaire in one sitting, scroll to the end and click on the Save and Continue text and we will send you an email message that have a link to return to this Questionnaire later.

EP Questionnaire Silver

Section 1. Silver Estate Plan Questionnaire
The first few paragraphs below explain this Questionnaire, what we do and the process to sign the documents in your home. Review these paragraphs then scroll down to Section 2 and enter your information,
Questionnaire Date*
MM slash DD slash YYYY
Purpose of This Questionnaire*
- The purpose of this Questionnaire is give Arizona estate planning attorneys Richard Keyt and his son former CPA Richard C. Keyt the information they need to prepare your estate plan documents. This Questionnaire is for single people, married couples and people who have life partners. I If you have any questions about the process, the documents or estate planning call estate planning attorney and former CPA Ricky Keyt (the son) at 480-664-7472 or send him an email message at [email protected].
Submitting this Questionnaire Does Not Obligate You to Hire Us
- If you submit this questionnaire you are not obligated to hire us to prepare your estate plan documents. We are happy to give you a free consultation to discuss your estate plan and answer questions, but after that meeting you can hire us or not hire us.
Contents of Your Estate Plan
- We prepare the following seven custom documents for you:
  - 1. Last Will & Testament.
  - 2. Beneficiary Deed.
  - 3. Personal Property Memorandum.
  - 4. Healthcare Power of Attorney.
  - 5. Living Will.
  - 6. Financial Power of Attorney.
  - 7. HIPAA Authorization.
  See a detailed description of each of the documents included in the silver estate plan bundle. Our service includes phone calls and emails to answer your questions.
Which Plan Interests You?*
- The silver estate plan for me for $1,997.
- The silver estate plan for me and my spouse for $2,497.
- The silver estate plan for me and my significant other for $2,497.
Your Significant Other Must Complete an Estate Plan Questionnaire
- The information in this questionnaire is only for you. Your significant other must submit another questionnaire with his or her information. Here is the link to another silver estate plan questionnaire.
Section 2 Your Information
Your Legal Name*
First Middle Last Suffix
Best Phone Number*
Your Email Address*
Enter Email Confirm Email

This Questionnaire will be sent to this email address when you click on the Submit icon at the end of this Questionnaire.
Your Mailing Address*
Street Address Address Line 2 City State ZIP Code
Your Gender*
- Male
- Female
Your Citizenship*
- I am a U.S. citizen
- I am not a U.S. citizen
What is Your Marital Status?*
- Single
- Married
When Were You Married?*
MM slash DD slash YYYY
Are You Obligated with Your Spouse Under a Pre or Post Nuptial Agreement?*
- No
- Yes and I will email a copy of the agreement to Richard C. Keyt at [email protected]
Section 2.a Spouse's Information
Spouse's Legal Name
First Middle Last Suffix
Spouse's Gender*
- Male
- Female
Spouse's Citizenship*
- My spouse is a U.S. citizen
- My spouse is not a U.S. citizen
Spouse's Email Address*
Enter Email Confirm Email

We need your spouse's email address so we can send her the trust agreement to sign digitally using DocuSign.
Section 3. Children
Do You Have any Children?*
- Yes
- No
Your Children
Child's Name Age Alive or Deceased?

Enter information for your children. If you have more than one child click on the + sign to add another row. In the Alive or Deceased field enter alive or deceased.
Do You or Your Spouse Have Any Children?*
- Yes
- No
Children Information
Child's Name Age Alive or Deceased? Child of Husband, Wife or Both

Enter information for each child. If you have more than one child click on the + sign to add another row. Enter Yes or No in the Married field and the Alive field. In the Whose Child field enter H of the child is only the husband's child, W if the child is only the wife's child or Both if the child is the child of you and your spouse.
4. People Named in Your Estate Plan Documents
People named in the fields below will be displayed in later questions so you can pick names from a list instead of typing the name each time. Enter spouse in the first field on the left. In other fields enter the legal names of people you will name later in this questionnaire to be named as successor trustees, healthcare agents, financial power of attorney agents, guardians, conservators and personal representatives (aka executors) under your Last Will & Testament. If you want two people to serve at the same time enter their names in the same field. If you have more than four names click on the + symbol on the far right of the column to add another row.
List All People Who Will be Named Later in This Questionnaire
1st Person 2nd Person 3rd Person 4th Person

Click on the + symbol to add fields for additional people.
Section 5. Your Last Will & Testament
Who Will Be the Personal Representative of Your Will?*
1st Choice for Personal Representative 2nd Choice for Personal Representative 3rd Choice for Personal Representative
Please indicate above your choices for the Personal Representative of your probate estate. You must name at least one person. Additional people are optional, but recommended in case your first choice cannot serve. People named as a Personal Representative do not have to be residents of Arizona. Warning: Do not name co-personal representatives
Do You Have any Children Under Age 18?*
- Yes
- No
Guardians of Minor Children*
- If you have any children under age 18 you should name one or more people to raise your minor children if you were to die or become incapacitated. The person or people who would raise your minor children are called guardians. You can name a one or two people as your first choice or choices and an optional second or third in line guardians.
Who Do You Want to be the Guardian of Your Minor Children?*
1st Choice for Guardian(s) 2nd Choice for Guardian(s) 3rd Choice for Guardian(s)
Do You Want to Disinherit Anybody?*
- Yes
- No
Who Do You Want to Disinherit?
Who Will Inherit Your Assets?*
Enter the legal name of each person who will inherit your assets. State the share of your assets that will go to each named heir or the specific property that will go to the heir. Here are some examples:
1. If you are single and have children: all to my children equally.
2. If you are married and have any children: all to my spouse but if my spouse dies before me then all to my children equally.
3. If you are married without any children: all to my spouse, but if my spouse dies before me then all to my siblings equally.
4. all to my brother Homer Simpson.
5. 90% to my friend Mary J. Smith and 10% to my friend Robert S. Smith.
6. all equally to my friend Randall B. Hopper, Nathan Q. Williams and Jane W Addison.
7. my 1967 Ford Mustang to my friend Homer Simpson and the rest of my assets equally to my children.
Who Inherits Your Assets if All Heirs Named Above Die Before You?*
- My parents equally, but if one dies before me then all to my surviving parent
- My father
- My mother
- My siblings equally
- Somebody not named above
- I decline to name any alternative heirs
Who Do You Want to Inherit Your Assets if Everybody Named Above Dies Before You?
What Happens to a Gift If an Heir Dies Before You?*
- The gift goes equally to the children of the deceased heir
- The gift lapses and goes equally to other heirs
Section 5.a Your Spouse's Last Will & Testament
Who Will Be the Personal Representative of Your Spouse or Significant Other's Will?*
1st Choice for Personal Representative 2nd Choice for Personal Representative 3rd Choice for Personal Representative
Please indicate above your spouse or significant other's choices for the Personal Representative of your spouse's or significant other's probate estate. Your spouse or significant other must name at least one person. Additional people are optional, but recommended in case the first choice cannot serve. People named as a Personal Representative do not have to be residents of Arizona. Warning: Do not name co-personal representatives
Does Your Spouse or Significant Other Have any Children Under Age 18?*
- Yes
- No
Who Does Your Spouse or Significant Other Want to be the Guardian of His or Her Minor Children?*
1st Choice for Guardian(s) 2nd Choice for Guardian(s) 3rd Choice for Guardian(s)
Does Your Spouse Want to Disinherit Anybody?*
- Yes
- No
Who Does Your Spouse Want to Disinherit?
Who Will Inherit Your Spouse's Assets?*
Enter the legal name of each person who will inherit your spouse's assets. State the share of your spouse's assets that will go to each named heir or the specific property that will go to the heir. Here are some examples:
1. If your spouse has children: all to my spouse but if my spouse dies first then all to my children equally.
2. If your spouse does not have any children: all to my spouse but if my spouse dies first then to my siblings equally.
3. all to my brother Homer Simpson.
4. 90% to my friend Mary J. Smith and 10% to my friend Robert S. Smith.
5. all equally to my friend Randall B. Hopper, Nathan Q. Williams and Jane W Addison.
6. my 1967 Ford Mustang to my friend Homer Simpson and the rest of my assets equally to my children.
What Happens to a Gift If an Heir Dies Before Your Spouse or Significant Other?*
- The gift goes equally to the children of the deceased heir
- The gift lapses and goes equally to other residual heirs
Who Inherits Your Spouse's or Significant Other's Residual Probate Assets if All Residual Heirs Named Abvove Die Before Your Spouse or Significant Other?*
- My spouse's parents equally, but if one dies before your spouse or significant other then all to my surviving parent
- My spouse's father
- My spouse's mother
- My spouse's siblings equally
- Somebody not named above
- My spouse declines to name any alternative heirs
Section 6. Your Financial Power of Attorney
Who Are Your Choices to Be Agents Under Your Financial Power of Attorney?*
- The same people in the same order that I selected for my Personal Representative in Section 5 above
- Different people or a different order than I selected for my Personal Representative in Section 5 above
Who Do You Want to Be Your Agent Under Your Finanacial Power of Attorney?*
1st Choice for Agent 2nd Choice for Agent 3rd Choice for Agent
Section 6.a Your Spouse's Financial Power of Attorney
Who Are Your Spouse's or Significant Other's Choices to Be Agents Under His or Her Financial Power of Attorney?*
- The same people in the same order that my spouse or significant other selected for his or her Personal Representative in Section 5.a above
- Different people or a different order than my spouse or significant other selected for his or her Personal Representative in Section 5.a above.
Who Does Your Spouse or Significant Other Want to Be His or Her Agent Under the Finanacial Power of Attorney?*
1st Choice for Agent 2nd Choice for Agent 3rd Choice for Agent
Section 7. Your Healthcare Power of Attorney
Who Are Your Choices to Be Agents Under Your Healthcare Power of Attorney?*
- The same people in the same order that I selected for my Personal Representative in Section 5 above
- The same people in the same order that I selected for my Power of Attorney agent in Section 6 above
- Different people or a different order than I selected for my Personal Representative and my Healthcare agent
Who Do You Want to Be Your Agent Under Your Healthcare Power of Attorney?*
1st Choice for Healthcare Agent 2nd Choice for Healthcare Agent 3rd Choice for Healthcare Agent
Section 7.a Your Spouse's Healthcare Power of Attorney
Your Spouse's or Significant Other's Healthcare Power of Attorney Explained*
- The Healthcare Power of Attorney is a legal document by which your spouse or significant other gives a person he or she trusts the ability to make health care decisions if he or she is unable to do so for any reason. Typically, the person is a trusted family member or friend. Spouses usually name each other as the first choice
Who Are Your Spouse's or Significant Other's Choices to Be Agents Under His or Her Healthcare Power of Attorney?*
- The same people in the same order that your spouse or significant other selected for his or her Personal Representative in Section 5.a above
- The same people in the same order that your spouse or significant other selected for his or her Power of Attorney agent in Section 6.a above
- Different people or a different order than your spouse or significant other selected for his or her Personal Representative and Healthcare agent.
Who Does Your Spouse or Significant Other Want to Be His or Her Agent Under the Healthcare Power of Attorney?*
1st Choice for Healthcare Agent 2nd Choice for Healthcare Agent 3rd Choice for Healthcare Agent
Section 8. Your Living Will
Do You Want Us to Prepare a Living Will for You?*
- Yes
- No
Section 8.a Your Spouse's Living Will
Does Your Spouse or Significant Other Want Us to Prepare a Living Will for Him or Her?*
- Yes
- No
Section 9 Additional Information
Do You Have an Additional Information You Want to Tell the Keyts?*
- Yes
- No
Additional Information
How to Pay Your Fee
If you submit this questionnaire you are not obligated to pay us anything. If, however, you decide to hire us to prepare your estate plan documents you can use the secure payment link below to pay the fee.
How to Pay $1,997 for Your Bronze Estate Plan*
- Go to our secure order page to pay for your estate plan with your major credit card. You may also give us your credit card information by calling our legal assistant at 480-664-7846.
How to Pay $2,497 for Your Bronze Estate Plan*
- Go to our secure order page to pay for your estate plan with your major credit card. You may also give us your credit card information by calling our legal assistant at 480-664-7846.