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Estate Planning Questionnaire
Bring copies of these documents with you to your appointment
- This completed Questionnaire
- Copies of Deeds to all real estate owned by you either individually or joint with others
- Copy of your last income tax return
- Copies of any documents indicating ownership of assets, if questionable
- Copies of prior Wills, Powers of Attorney or Healthcare Directives you may have executed
Fees*
- Simple Will (1st/2nd) $600/400
- Will w Trust (1st/2nd) $850/625
- Trust Agreement: To be discussed with Attorney
- Power of Attorney (1st/2nd) $325/200
- Health Care Directive (1st/2nd) $325/200 *Fees are subject to change.