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In order to be sure that we have all of the
necessary information, we ask that you fill out an estate planning questionnaire. Please
bring this form with you to your initial appointment. For your privacy and security, we ask
that you do not mail or e-mail your questionnaire to us until you have become a client.
Using Adobe Acrobat Reader, you may choose to either print these documents and write in your
information, or fill out the form on your computer. Please select the most applicable
questionnaire:
Click
here for our "Married Couple" Estate Planning
Questionnaire (.pdf file)
Click
here for our "Unmarried Couple/Domestic Partner"
Estate Planning Questionnaire (.pdf file)
(or you may each choose to fill our the "Unmarried
Person" Questionnaire below)
Click
here for our "Unmarried Person" Estate Planning
Questionnaire (.pdf file)
Click
here to download the latest version of Adobe's Acrobat
Reader (free)
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