Our new General Consultation Questionnaire

VIDEO TRANSCRIPT:
Hello everyone, this is Robert Mansour and welcome to the general consultation questionnaire. Now, if you are coming to my office for an estate plan, you would fill out a different questionnaire that would be the individual's estate planning questionnaire or the couples estate planning questionnaire, and those could be found on the Get Started page by clicking here.

The general consultation questionannire is for exactly that - a general consultation. You just want some information about something that doesn't quite fit into the estate planning box. So you might have a question about what to do after the death of a loved one or you're the trustee of a trust and you're trying to figure out what to do.  Those are the kinds of things for a general consultation.

If you take a look at the questionnaire here, we just ask for basic information at the top, your name, your last name, if it's a couple married couple, you can add an additional person here, the date of your consultation that you organized with my office by calling our office in advance - also how you learned about our office, your best address, best phone number, and email.

Now, the email is also where you're going to get a copy of your responses to this questionnaire - so please provide the best email. That way we can reach you as well. And then down here is where you would indicate what your consultation is about, what are your primary concerns and what you hope to accomplish during that consultation. We want to make sure the consultation is as productive as possible. Down here, you're able to upload documents to this questionnaire, or you can just drag the documents to this field and they will be uploaded automatically. When all is said and done, you click on the button here that says "Submit." Once you've done so, you will see a confirmation page that you can print out and you'll receive a copy of your responses and we will use that to assist us so that we have a productive initial consultation with you. Thank you very much for taking the time to check out this video, and we look forward to meeting you very soon.