The general consultation questionnaire is for questions that do not fit into the estate planning box. If you want a new estate plan, you would use the individual or couples questionnaire instead, which you can reach from the Get Started page.
When to use it
Use the general consultation form when you want information about something other than creating your own plan. For example:
- You want to know what to do after the death of a loved one.
- You are the trustee of a trust and are trying to figure out what to do.
- You are not sure which questionnaire fits your situation. The general consultation form works in that case too.
If you already have a plan and want it reviewed, there is a separate Estate Plan Review questionnaire.
What the form asks
- Your name and last name. If you are a married couple, you can add a second person.
- The date of your consultation, which you arranged in advance by calling the office.
- How you learned about my office.
- Your best address, phone number and email. The email is also where a copy of your responses will be sent, so use the one you check.
- What your consultation is about, your primary concerns and what you hope to accomplish. This helps us make the consultation as productive as possible.
Uploading documents
You can upload documents to the questionnaire or drag them into the upload field, and they upload automatically.
After you submit
Click "Submit." You will see a confirmation page you can print and you will receive a copy of your responses. We use it to prepare for a productive first consultation.
To schedule, visit the Get Started page or call 661-414-7100.