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.
Please choose the appropriate questionnaire from the list below.
If you click on the link, you will not be able to save your typed information. Instead...
(CTL-click on Mac) and choose an option for saving:
If you're using Internet Explorer, select "Save Target As"
If you're using Firefox, select "Save Link As"
If you're using Safari, select "Download Linked File As"
If you're using Google Chrome, select "Save link as..."
Once you have saved the form, you can print the questionnaire and write in your information by hand, or you can fill out the form on your computer.
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.
"Married Couple" Estate Planning Questionnaire (PDF)
"Unmarried Couple/Domestic Partner" Estate Planning Questionnaire (PDF)
(Or, you may each fill out the "Unmarried Person" Questionnaire below.)
"Unmarried Person" Estate Planning Questionnaire (PDF)
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