Questionnaires
Estate Planning Questionnaire
Welcome to our Estate Planning Questionnaire! This questionnaire serves as a guide to help us tailor our services to your specific needs. Your input will lay the foundation for a productive and insightful meeting, allowing us to craft a personalized estate plan. If there is something you do not know the answer to, please leave it blank and we will discuss at our meeting. We appreciate your trust in us and look forward to assisting you in protecting your family and leaving a legacy.
If you have not yet scheduled an appointment, you can do so here. Or call our office at 318-869-0055.
Probate Questionnaire
Welcome to our probate questionnaire. First, we are incredibly sorry for your loss.
This questionnaire is designed to streamline the process of gathering essential information for your upcoming meeting. We understand that navigating the loss of a loved one can be overwhelming, and our goal is to make the preparation for the meeting as seamless as possible. If there is a question you do not know the answer to, please leave it blank and we will discuss at your upcoming consultation. Thank you for entrusting us with this process.
If you have not yet scheduled an appointment, you can do so here. Or call our office at 318-869-0055.