Questionnaires should be completed in advance of the initial meeting.
Please download the appropriate questionnaire below. Please do your best to answer all of the questions. If there are any questions which you are not able to answer, leave them blank and we can discuss them when we meet.
If you can arrange to get the questionnaire back to our office before the meeting, it will enable us to give you some preliminary thoughts about the best way to meet your particular needs.
Estate Administration / Probate Questionnaire
Estate Planning for Couple (New Clients)
Estate Planning for Individual (New Client)
Updated Estate Planning for Couple (Existing Clients)
Updated Estate Planning for Individual (Existing Client)
The following questionnaire can help you think about your values as they relate to medical care decisions. You may use the questions to discuss your views with your health care agent and others, or you may write answers to the questions as a help to your agent and health care team.