Resources

Estate Planning Questionnaire - Couples (download PDF)
Estate Planning Questionnaire - Individual (download PDF)

A typical first step in the estate planning process is to assemble information about a client, family members, assets and objectives. The completion of an estate planning questionnaire can be helpful, both to the client (as a discipline to pull together useful information) and to us (as a quick way to get to know you).

Note: The questionnaires are PDF documents. You may need the free Adobe Acrobat Reader to view them. Download Adobe Acrobat Reader.