Questionnaire: Estate Planning
You are about to begin the process of Estate Planning. In order for us to make this process more pleasant for you, we must begin by obtaining as much information as possible regarding your personal estate. Although this questionnaire covers a lot of information, it is necessary to the estate planning process and its completion will enable us to keep costs down for you
Questionnaire: Probate
You are about to begin the process of Probate. In order for us to make this process easier for you, we must begin by obtaining as much information as possible regarding the Decedent and his or her estate. Although this questionnaire covers a lot of information, it is necessary to the process and, perhaps more importantly, its completion at the outset enables us to keep costs down for you.
Questionnaire: Long Term Care Planning
You are about to begin the process of planning for your long-term care. In order for us to make this process easier for you, we must begin by obtaining as much information as possible about your estate. Although this questionnaire covers a lot of information, it is necessary to the process and, perhaps more importantly, its completion at the outset enables us to keep costs down for you.