The following documents will help you to be better prepared for your legal consultation:

Wills & Estate Planning

Preliminary Estate Planning Questionnaire – Now that you've decided it is time to get your affairs in order, what should you do to prepare for your consultation with your estate planning lawyer? This Questionnaire helps you to consider basic issues, gather documents & information to be better prepared for your estate planning consultation.

Act Now! Print the Questionnaire, call or email our office to schedule an appointment and get the ball rolling.

==> Please Note: Do not rely on address information on the Questionnaire. –  Our current addresses and contact information  appears on the bottom of each page of this website, and you can Click on the Contact Us link at the top of any page on our website.


How to Prepare for your Probate legal Consultation

List A: Heirs & Beneficiaries (include addresses, telephone numbers and email addresses)

  • All persons who inherit under the Will
  • If no Will, all surviving children and parents
  • If a child predeceased and has children, provide name and include all such children

List B: Financial Accounts & Assets (indicate who is on the account as a co-owner, PR, or beneficiary POD or TOD, etc)

  • Name & enclose copies of all retirement accounts (401(k), 403 (b) IRA and annuities, etc
  • All bank and investments accounts, including CDs
  • Individually held stocks, bonds 
  • Annuities (& copies of recent statements)
  • Insurance policies ( & recent statement of current Face, Death, & Cash surrender values)
  • Burial plots deeds or certificates
  • Valuable art, valuable jewelry, collections, guns, etc

List C (Creditors)

  • Mortgage statement
  • Vehicle loan balance
  • Credit card statements with balances
  • Unpaid medical bills
  • Unpaid utility bills
  • Unpaid insurance bills
  • Funeral & burial expense advanced or unpaid
  • IRS & State taxes owed
  • Last tax returns filed
  • Other

List D (Who you want to appoint; - include addresses, telephone numbers and email addresses)

  • Name of Personal Representative / Executor
  • - Alternate Personal Representative / Executor
  • Name of Financial Power-of-Attorney ("AIF")
  • - Alternate AIF
  • Name of Medical Power-of-Attorney
  • - Alternate AIF
  • Name of anyone you wish to disinherit (don't need contact info)