Estate Planning Questionnaire
Completing the questionnaire before your consultation helps us understand your family and your goals, so we can focus on the right plan for you.
What to have on hand
- Names and contact details for your spouse or partner, children and other beneficiaries
- Who you would trust to make financial and medical decisions for you
- A general list of your assets: home, accounts, retirement plans, life insurance
- Any existing wills, trusts or powers of attorney
- Your goals: who should receive what, and any special family circumstances
Your information is used only to prepare for your consultation.
Request your questionnaire
Tell us how to reach you and we will send the questionnaire and schedule your consultation.
Ready to talk about your plan?
Schedule a consultation at our Apopka or Ocala office. We will listen first and explain your options in plain language.