Wills, Trusts, & Estate Planning
If you scheduled an appointment for a Wills, Trusts, & Estate Planning consultation, please download, complete and bring the Estate Planning Questionnaire with you to your appointment. If you are married or have a life partner, you will also need to download and complete the Supplemental Spouse/Partner Estate Planning Questionnaire.
Supplemental Spouse/Partner Estate Planning Questionnaire
Probate, Trusts, & Estate Administration
If you scheduled an appointment for a Probate, Trusts, & Estate Administration consultation, please download, complete and bring the Estate Administration Questionnaire with you to your appointment.
Estate Administration Questionnaire
Estate & Inheritance Tax
If you scheduled an appointment for an Estate and Inheritance Tax consultation, please download, complete and bring the Estate and Inheritance Tax Questionnaire with you to your appointment.