The information you provide on the following questionnaires will help us to understand your personal situation and to devise the most appropriate plan for you. Of course, all information provided to us will be kept strictly confidential.
Single For single persons or married persons who are planning their estates separate from their spouse
Married couple For married couples who are planning their estate together
Domestic Partners For registered domestic partners (those partners living together who have specifically registered their relationship with the Secretary of State)
Conservatorship The conservatorship questionnaire is to be filled out on behalf of the proposed conservatee (the incapacitated person) and will require much information that may not be readily available, but it is critically important to obtain as much of the information requested.
*Do the best you can filing in the form. Do not worry if you are unable to provide all of the information; we will cover it at your appointment. Call us if you have any questions.
Questionnaire
The information you provide on the following questionnaires will help us to understand your personal situation and to devise the most appropriate plan for you. Of course, all information provided to us will be kept strictly confidential.
Single
For single persons or married persons who are planning their estates separate from their spouse
Married couple
For married couples who are planning their estate together
Domestic Partners
For registered domestic partners (those partners living together who have specifically registered their relationship with the Secretary of State)
Conservatorship
The conservatorship questionnaire is to be filled out on behalf of the proposed conservatee (the incapacitated person) and will require much information that may not be readily available, but it is critically important to obtain as much of the information requested.
*Do the best you can filing in the form. Do not worry if you are unable to provide all of the information; we will cover it at your appointment. Call us if you have any questions.