205-536-8888
·
info@dfhlaw.com
·
Mon - Fri 8:00-5:00 CST
Contact Us

Forms

Client Questionnaires

The most useful estate plan considers complete and accurate information. In order to create the estate plan that can best suit you, help us establish an organized file, reduce the time spent obtaining background information, and attempt to minimize the cost, we recommend that you complete the appropriate client questionnaire form.

We will rely on the information provided by you. Our advice may be inappropriate if it is based on incomplete or inaccurate information.

Client Questionnaire for Unmarried Persons
PDF Format (you may print this document, complete it offline and then mail it to us)

Client Questionnaire for Married Couples
PDF Format (you may print this document, complete it offline and then mail it to us)