Estate Planning Questionnaire
The information in the Estate Planning Questionnaire and Asset Inventory provides us with important information about you, your assets and your goals, and allows our first meeting to be productive. Please download the fillable PDF forms below and email the completed Estate Planning Questionnaire and Asset Inventory to us at least one business day prior to our Initial Consultation.
If you are a Blended Family, please click here for more information on estate planning issues specific to Blended Families.
How to Complete the Estate Planning Questionnaire
Please rest assured that very few people return the Estate Planning Questionnaire to us with every single line filled in. Most people have lots of questions as they work through this material and that's a good thing: estate planning is important and most people have never done it before.
A couple of notes as you complete this form:
How to Save the Fillable PDF
The Questionnaire is a fillable PDF, so you can type your answers directly into the PDF, save it to your computer, and email it to me. You can also print the Questionnaire, and hand write your answers if you prefer.
If you have any problems saving the fillable PDF to your computer, please feel free to call or email our office.