Wills and Estates

The following questionnaire is designed to give us the information we need to draft your will.  It is also designed to alert you to things you need to be aware of when planning your estate.

Please download the PDF questionnaire below into your laptop or desktop computer, complete the questionnaire (it is in a fillable format), save it and email it back to our office at [email protected].

Once we receive the completed questionnaire, we will do the following:

1. schedule your free consultation (via virtual meeting options available during the Covid-19 emergency); and
2. draft your customized will.

View our Interactive Wills and Estates Questionnaire