Estate Planning Questionnaire

Getting off to the right start is extremely important and that is why we have prepared a form to help plan your estate.  This Estate Planning Questionnaire is designed to gather information essential for thoughtful estate planning, prior to initial consultation.

All information will be kept strictly confidential.  At the initial consultation we will review information you provide and discuss preliminary recommendations.


Download the Questionnaire in Microsoft Word format

Download the Questionnaire in PDF format

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.
★★★★★
I am writing to recommend David as counsel. Our grand daughter was injured in a family daycare and during a very difficult time David provided sound advice even when we were unsure of where to turn. David is sincere in desire to help others, is thorough in his explanation of complicated issues and is personable besides. Thanks for reaching out to us, David. We will forever be appreciative.
★★★★★
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.
★★★★★
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.
★★★★★
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.
★★★★★