Questionnaires

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.

Please right-click on the appropriate link below to download and save the PDF file to your computer. If you're using Internet Explorer, select "Save Target As"; if Firefox, select "Save Link As"; if Safari, select "Download Linked File As"; if Google Chrome, select "Save link as..."

Once you have downloaded the file, you may use Adobe Reader to print the questionnaire and write in your information by hand, or you may fill out the form on your computer.

Available Questionnaires

"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)

Download the latest version of Adobe Reader (free)