Estate Planning Questionnaire
Congratulations! You are taking the important first step of getting organized to begin the process of planning your estate.
Getting off to the right start is extremely important. As a result, we have prepared a form to help you plan your estate. This Estate Planning Questionnaire is designed to help you gather information necessary for thoughtful estate planning, prior to our initial consultation.
We will be happy to address any areas of difficulty at the consultation. All information will be kept strictly confidential. At the free initial consultation we will review information you provide, discuss our preliminary recommendations, and agree on fees for our services.
Getting off to the right start is extremely important. As a result, we have prepared a form to help you plan your estate. This Estate Planning Questionnaire is designed to help you gather information necessary for thoughtful estate planning, prior to our initial consultation.
We will be happy to address any areas of difficulty at the consultation. All information will be kept strictly confidential. At the free initial consultation we will review information you provide, discuss our preliminary recommendations, and agree on fees for our services.
