In preparation for your estate planning consultation, please complete as much of this questionnaire as possible.
We do not ask for this information to be nosy. We ask for this information because we cannot do our job properly without it. Many types of property require special consideration in estate planning, and your overall asset picture, combined with your goals, can greatly influence your estate plan
This form takes about 10 minutes to complete and contains 14
NOTE: Please make sure you schedule an appointment for an estate planning consultation. The estate planning consultation is the first step in the estate planning process. You can do so by calling the office, 919-228-9733 or emailing email@example.com.