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.

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)