Estate Planning Questionnaire

This questionnaire is designed to give us, as your attorneys, your complete Estate Planning picture. The information you furnish will assist us in recommending an estate plan for you with the following goals:

    (1) To accomplish your objectives for your family; and
    (2) To minimize the tax burden to you and your family.

The questionnaire requests details regarding your family circumstances. We recognize that you may not be able to complete all of the answers prior to our conference. However, this questionnaire will help you to focus on estate planning issues. To the extent that you can furnish us with the information requested in this questionnaire, our conference will be much more meaningful. Your providing information on this questionnaire will help to reduce our conference time and help to minimize the cost of preparation of your estate plan.

[Husband and wife should both complete an individual form if their answers to the following questions differ.]