Estate Planning Questionnaire
Congratulations! You are taking the first step in getting organized for the 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 the information necessary for thoughtful estate planning before your initial consultation.
We will be pleased to address any areas presenting 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.