Download A Confidential Family Profile Questionnaire
Please download and complete a confidential Family Profile questionnaire, and bring the completed questionnaire with you to your estate planning session/consultation appointment. There are three versions of the questionnaire, and each one is fillable on your computer once you download it to your computer. Be sure to download the form first before filling it; sometimes web browsers don't save the information you enter properly.
The Family Profile questionnaire helps us to evaluate and design an estate plan that fits your needs and accomplishes your goals. Don't worry if you aren't able to fill in all of the information at this time. Just do your best for now, and we can always get additional information from you later.
The answers you provide lay the groundwork for your initial consultation appointment with our attorney (we call it the "Peace of Mind Planning Session"). During your appointment, you'll share your personal goals and objectives for the future. We'll discuss various options that can help accomplish those goals and objectives, and you'll learn how to legally avoid estate taxes, protect your estate and your heirs, and keep your family out of court. The questionnaire helps us to customize a plan specifically for you, not some cookie cutter fill-in-the-blanks documents.
Of course, all of the information you provide is strictly confidential, and is fully protected by the attorney-client privilege. Your security and privacy are important to us.
Family Profile Questionnaire for Individuals:
A Will, Trust, Power of Attorney, or other Estate Planning document(s) for one individual person.
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Family Profile Questionnaire for Married Couples:
Wills, a Trust, Powers of Attorney, or other Estate Planning document(s) for a legally married couple.
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Family Profile Questionnaire for Unmarried Couples/Persons:
Wills, a Trust, Powers of Attorney, or other Estate Planning document(s) for unmarried partners and couples.
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