In order to begin the estate planning process, we will need some basic information about you, your family, and your assets. Click below to access our Estate Planning Questionnaire in Adobe Acrobat ® (pdf) format. Then complete the appropriate form* and return it to us to help facilitate an initial consultation.

Questionnaire for Married Couples

Questionnaire for Single Persons

To help prepare you for an initial consultation, the following guides discuss some fundamental estate planning issues and decisions. Click below to access the appropriate guide.

Estate Planning Guide for Married Couples

Estate Planning Guide for Single Persons

*If you have a special needs child, then, in addition to one of the questionnaires above, please complete and return the Supplemental Questionnaire for Special Needs Planning.

If you have any trouble downloading the Questionnaires or Guides, please contact us and we will mail or fax these to you.

Please note: In order to access the linked files, you will need to have the free Adobe Acrobat Reader ® installed on your computer. Click here to download the reader.