Business and Estate Planning
that makes sense

Estate Planning Questionnaire

If you are preparing for your estate planning appointment, now is the time to begin thinking about the important questions we will discuss with you.  Please download our comprehensive Estate Planning Questionnaire below.   This document will assist you with gathering your pertinent family and asset information.  Prior to your meeting with us, we recommend that you complete the questionnaire to the best of your ability and return it to our office prior to your appointment.  All information will be held in strict confidence.

ESTATE PLANNING QUESTIONNAIRE