Estate Planning Questionnaire

CONFIDENTIAL ESTATE PLANNING QUESTIONNAIRE

Thank you for using our convenient on-line option to prepare your estate plan. To assist in the preparation of your documents, we request that you review and complete this preliminary questionnaire.

 

“It is not necessary for you to fill in every blank.  The purpose of this form is to help start the preparation of your documents, and to prompt your consideration of certain issues related to your estate plan.  We can obtain additional information from you as necessary. Please be assured that all information provided will be kept strictly confidential as part of the attorney-client privilege.

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