How can I obtain an estate planning questionnaire?
1 Answer from Attorneys
Re: Estate Planning
Write to me directly; I probably have a dozen, in
various word processing formats, which I use as an
estate planning attorney.
email@example.com or firstname.lastname@example.org
Also, for a VERY brief, 20 yes/no questionnaire, go to
my website at http://www.tiac.net/users/meridian and at
least have an idea of whether you need to have a will.
But that's a far, far cry from what an attorney would have
you fill in so he could shape a plan for you; again, write
me for one of those. If you tell me first some of the big
picture items -- your age, marital status, age of children
and grandchildren, approximate net worth and form of asset
ownership (titles on assets, types of assets, including
life insurance) and any special concerns or interests you
may have -- I can give you a better questionnaire / checklist
for your situation.
Law Offices of Stuart J. Williams
21 Walter St.