CONFIDENTIAL ESTATE PLANNING SURVEY


Step 1 of 6

  • Please complete this form and bring it with you to your appointment. The more information you provide, the better our meeting will be. At our meeting, we’ll help you plan so that:
    • Your plan follows your wishes and meets your current needs
    • Your plan meets the needs and circumstances of your beneficiaries
    • Your plan meets all Federal and State requirements
    • Your property is properly titled (ownership)
    • We have the necessary information so we can assist your loved ones
    • We can answer any concerns you may have
    We recognize that this information is of a personal nature. All information provided will be treated confidentially and will not be revealed to anyone outside of this office without your permission.
  • Date Format: MM slash DD slash YYYY
  • PART 1: GENERAL INFORMATION

  • Name, Address & Tel. No. of person filling out this form (if other than client):