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)
We appreciate hearing from you. Please understand that any communications with us by email or through this website do not create an attorney-client relationship with us. Under no circumstances should you send confidential information to us without first speaking with a firm attorney about establishing an attorney-client relationship. Unless you are already a client, we may not be able to treat the information that you provide as privileged, confidential or protected, and we may be able to represent a party adverse to you using information that you have provided. Additionally, communication with the firm by email over the internet may not be secure.
By clicking continue below, you confirm that you have read, understand and agree to this notice.