Below is a link to a form for information our firm typically asks for during an estate planning consultation. In the event there are not enough spaces for your particular situation, then please fill in the form as completely as possible and put the other information on a separate paper.
The most important thing to keep in mind is that the questionnaire is designed to give you things to think about that you may not have considered before. You don’t need to have all of the answers. We are here to help you find them. So please call us at (919) 844-7993 to schedule your free life and estate planning strategy session and discuss these important items.