The following questionnaire will help us in drafting your wills and estate planning documents. The questionnaire asks for detailed information such as dates of birth, addresses, your choice of executor and agent, and assets such as bank and retirement accounts. It may be easiest to print out a hard copy and fill it out by hand. You may then bring it with you when we meet to discuss your estate planning needs.  Alternatively, you may upload it to us through the client portal area on our website once we have provided you with your unique username and password. You may trust that we will hold this information with the utmost in confidentiality and care.

 

Estate Planning Questionnaire for Married Persons

Estate Planning Questionnaire for Single Persons