Click on the button above to download our life/estate planning questionnaire in preparation for our consultation.

The questionnaire is an extensive form and that is because it is necessary to have as much of this information as possible to make our meeting productive. If you do not fill out the questionnaire ahead of time, I will have to spend our consultation time going through and asking you all of this information and that will leave little to no time to discuss your legal matters and to give you advice.

This information remains confidential and is vital in ensuring that I give you proper advice. It also allows me to give you specific recommendations as to any necessary changes to beneficiary designations or whether you need to change ownership on bank and investment accounts in accordance with your estate plan.