Cuestionario de Planificación de Bienes (Estate Planning Questionnaire)

¡Enhorabuena! Usted está tomando el primer paso para organizarse para la planificación de su patrimonio.

Al bajar a un buen comienzo es extremadamente importante. Como resultado de ello, hemos preparado un formulario para ayudarle a planear su patrimonio. Esta Planificación Patrimonial Cuestionario está diseñado para ayudar a reunir la información necesaria para la planificación del patrimonio pensativo antes de la consulta inicial.

Será un placer para hacer frente a todas las áreas que presentan dificultad en la consulta. Toda la información se mantendrá estrictamente confidencial. En la consulta inicial gratuita vamos a revisar la información que usted proporciona, discutir nuestras recomendaciones preliminares, y están de acuerdo sobre los honorarios por nuestros servicios.

Descarga del cuestionario en formato Microsoft Word

Descarga del cuestionario en formato PDF

CLIENT REVIEWS
David Wolf is an excellent attorney. He is my FIRST call when a problem arises. He has represented me on a few matters and guided me on others. He is responsive, professional, and compassionate. If you want a down to earth attorney who will fight for your rights, David Wolf would be a good choice for you.
★★★★★
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★★★★★
I called Mr. Wolf to consult him about a settlement that was being offered to me due to an auto accident. He took the time to answer all my questions in a kind and honest way, so I decided to let him handle the case. I am very happy I did. He is very nice and professional, and promptly answers emails and calls. I highly recommend Mr. Wolf. - K.H.
★★★★★
David is well recognized in the Jacksonville community as tireless advocate for his clients. I would recommend David and his firm for those who have been injured or harmed by the carless of negligence of others. - Ben Whitman
★★★★★
David Wolf was able to resolve my situation quickly and efficiently. He is a professional attorney who is not only extremely knowledgeable but also kind and considerate. He took the time to assure me of the results and put my mind at ease. I would recommend him highly and would only retain him for other legal services. - Elyse
★★★★★