Get on the path to results today.

Estate Planning Package questionnaire Form Downloads

Disclaimer:  The forms below are confidential. This information may also be legally privileged. However, completion of any form does not establish an attorney-client relationship.   An attorney-client relationship is only established by an express written agreement establishing that relationship. 

NOTE:  If do not have a PDF reader on your device to access the forms below, CLICK HERE for a free Adobe download.

How to submit your Estate planning questionnaires

Step-by-Step Instructions

  1. Click on the applicable questionnaire above to download it to your computer.
  2. Fill out the questionnaire as completely as possible (save it to your computer periodically as you fill it out)  and then save it to your computer when completed.
  3. Repeat steps 1 & 2 for each questionnaire.
  4. Attach your completed questionnaires to an email and email them to:
  5. We will email you (within one business day) a confirmation when we receive them.
  6. In lieu of the steps above, you can print out the questionnaires (or pick up hard copies at our office), fill them out, and then drop off your completed forms at our office. 
  7. Please do not hesitate to contact our office if you have any questions or need explanation or clarification of any topics, terms, etc. related to these forms.