Married Individuals Online Questionnaire
We want to make your estate planning journey as simple as possible. And we want to thoroughly understand your concerns and wishes. Because the more we know about you, the better we can tailor the documents to your individual & unique needs. We have seen too many cases where individuals (often unknowingly) were left with an incomplete estate plan, and we endeavor to avoid this for our clients.
To that end, please complete the following questionnaire to the best of your abilities, so we can gain an overview of some of your estate planning needs or concerns. We will of course discuss your estate planning needs in detail in person, but it is often helpful to both the client and us if we have some basic information before the initial meeting.
Please note that you don't need to answer every question -- we only want to know what you want us to know, and what you are comfortable with.
Contact us today to begin the conversation.
To speak with an attorney, please call Mazloumi Law at 516-466-7526 or email us at firstname.lastname@example.org to set up a consultation at your convenience.