|
|
 |
| |
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
Individuals
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)
|
|
|
|
