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Estate Planning
The following questionnaire has been
designed for use in preparing your wills and estate planning. By
using this questionnaire, we should be able to get all the information
required for completion of a draft of your wills. However, there may
be some unique facts and circumstances in your case that require
further inquiry in order to properly prepare your wills and estate
plan. If this is the case, you may explain further in the space
provided at the end of this questionnaire. ONLY ONE FORM NEEDS TO BE
COMPLETED PER COUPLE.
Click here
to fill out the Wills and Estate Planning Questionnaire. This
questionnaire is in a PDF format and may be printed with your home
computer.
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