The estate planning questionnaire found below may be completed by those who are interested in having us assist with their personal estate plan. The questionnaire is designed to collect information that will assist us in evaluating your estate planning needs. Our experience suggests that the process can be far more efficient if we gather some information from you beforehand as it also saves the time and expense of having to relay this information to an attorney in person. All information received will remain strictly confidential.

Click here to download the questionnaire.