Questionnaires

The documents below are provided as a convenience to help us get to know you better, and to expedite the information gathering process, which is essential at first contact. Please complete the following steps:

1. 1. Click on a questionnaire link below to download the appropriate document.
   2. Print the document.
   3. Fill out the document to the best of your ability.
   4. Make a copy of the document for your own records.
   5. Mail or fax the document to our office.

Our questionnaires are published on the Web as .PDF documents. To read each file, you must have a .PDF file reader, such as Adobe Acrobat. If you do not have a .PDF file reader, please download one now, free of charge. Remember to bookmark this page so you can easily return, after downloading Adobe Acrobat.

• Estate Planning Questionnaire
• Estate Administration Questionnaire
• Special Needs Trusts Questionnaire
• Guardianship / Adult with Disabilities Questionnaire
• Elder Law-Disability Questionnaire
• Funeral Planning Declaration