Questionnaire for Will and Estate Planning Clients
We take a question-and-answer approach to creating legal documents. We believe that this approach helps to make the process as efficient and accurate as possible. In this regard, we ask that you fill out the questions below that apply to you as thoroughly as possible before we meet. Your answers will provide us with essential information and assist us with identifying the issues we should discuss with you. Please contact us if you have any questions concerning this questionnaire.