To do our best job for you in creating your estate plan, we need to know more about you, your family and your financial condition.  For this reason, we have developed a confidential estate planning questionnaire that we send our new estate planning clients when they first call us.  This questionnaire is designed to help our clients assemble important information that will help us help them.  It also helps to make our initial meeting more productive.  All information provided is protected by the attorney-client privilege whether you proceed with an estate plan or not.

 If you would like our no obligation estate planning questionaire, just give our offices a call at (805) 375-7300.