Estate Planning Questionnaire

Thank you for taking time to complete our pre-appointment Questionnaire. This will help maximize your time with Steve and allow us to better prepare to assist you. It also serves as your voucher for the free estate plan consultation. If you have not already scheduled your consultation, click the appropriate link under "Schedule A Consultation" (red boxes, to the right) prior to completing the Questionnaire.

Please click the link below to begin (choose single or married, as applicable). IMPORTANT:

  • You must print (and not "save") the completed form, otherwise you will lose your work. You may also select "Print" and then "Save as PDF."
  • Email the completed Questionnaire to [email protected] or fax it to (678) 559-0777. This will transmit it directly to our Client Service Director for processing.

Feel free to contact us at (678) 288-2010 if you have any questions.

Questionnaire (single)

Questionnaire (married)