Estate Planning Form
Fill out this form and I will contact you to schedule an appointment!
What is your contact information? *
Legal name, address, telephone number(s), email(s)
Your answer
What documents do you ALREADY have? *
If you fax or email the documents to me ahead of time I will try to review them before our meeting.
Why are you choosing estate planning at this time? *
Check all that apply.
Do you want to come in to my office or do you want me to come to you?
I do make house calls! A travel fee applies.
When is the best time to reach you?
Do you want me to leave messages on your answering machine?
Legal affairs are private. Let me know if it is safe to leave a message.
Is there anything else that you would like me to know?
Your answer
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