Forms
The following forms are to be completed only after you have called our office and made a consultation appointment. Although the information you provide in these forms is confidential, filling them out and submitting them to us does not create an attorney-client relationship. Such a relationship and the accompanying attorney-client privilege can only be established at a meeting with our attorneys.
Estate Planning Pre-Meeting Biographical Questionnaire (single)
An effective estate plan starts with discussing your personal circumstances. Help us get a better picture of you and your family.
Estate Planning Pre-Meeting Biographical Questionnaire (couple)
For couples, we need a bit more information. Providing details about you and your significant other will make our meeting more productive.
Estate Planning Pre-Meeting Financial Questionnaire (single)
Please complete this asset questionnaire to the best of your abilities. Understanding your general financial circumstances will help us better plan for your needs.
Estate Planning Pre-Meeting Financial Questionnaire (couple)
You and your spouse/partner’s finances are an important part of effective estate planning. Please complete this financial questionnaire as best you can.