LOBEJ Estate Planning Questionnaire
This initial estate planning questionnaire is presented in a narrative form. The detailed explanations and the space provided for answers are designed to garner more complete and helpful information than would be afforded by merely filling in blanks.
The Law Office of Barry E. Janay, P.C. will use the information you provide in this questionnaire:
1. To help you organize personal and financial information so that you can assess your current estate plans and evaluate whether changes are desired or required.
2. To provide us with the information needed to make a similar analysis.
3. To help you evaluate The Law Office of Barry E. Janay, P.C.'s estate planning recommendations.
The estate plan is your plan, not ours, and you must be satisfied that it is workable. The information you provide must be as accurate as possible. If you are uncertain about exact information, tell us that and give your best assessment. If we believe that exact information is required, he or she will ask you to be more precise. You may provide as much or as little information as you want. We recognize that this questionnaire is a fairly intrusive document. Keep in mind, however, that the more complete the information is, the better it will equip both of us throughout the planning process to come up with the best possible estate planning alternatives. Your information will be kept confidential by The Law Office of Barry E. Janay, P.C. unless you authorize or request its release to others.
Name of Individual whom this Estate Planning Review is for:
The Purpose for this Estate Planning:
Last Will and Testament
Power of Attorney
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