This questionnaire is found very helpful by many of our clients in organizing facts about their estate, as well as thinking about the disposition of their estate.

We offer it to you at no charge.
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Estate Planning Questionnaire
The Estate Planning Questionnaire will provide facts about your estate as well as your desired disposition of your estate. It will assist in making recommendations of methods for carrying out your desires and planning for the reduction of taxes.
Questionnaire for Married Persons
Questionnaire for Single Persons
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We offer free initial consultation.

You are invited to contact us at
(973) 376-1234
if you have any questions about the questionnaire. |