Choose the questionnaire that applies to your matter. You may view it first or download a copy to print and complete.
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Probate Questionnaire
For information about the deceased person, family, personal representative, and property needed to begin probate.
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Will Questionnaire — Single
For one person to provide family, asset, and estate-planning information before preparing a will.
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Will Questionnaire — Standard
For a married couple to provide family, asset, and estate-planning information before preparing wills.
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Medicaid Planning Questionnaire
For household, health, income, and asset information used when discussing Medicaid planning.
Before you send sensitive information
These forms ask for private information. Contact the office for instructions before emailing or otherwise transmitting a completed questionnaire. Downloading or completing a form does not create an attorney-client relationship.