Estate Planning Questionnaire
To access the questionnaire and instructions, please click "Download Questionnaire" below.
The questionnaire below requests three categories of information: family information, financial information, and distribution instructions. Using the information provided in the client's completed questionnaire, the lawyer will determine the type of estate plan needed based on the size and type of assets owned by the client. If you are concerned about the disclosure of your financial information to your lawyer via the questionnaire, please discuss this topic with your lawyer to understand the measures that your lawyer has taken to preserve and protect the security of your information.