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


  • 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