You are about to begin the process of estate planning. In order for us to make this process more pleasant for you, we must begin by obtaining as much information as possible regarding your personal estate. Although this questionnaire covers a lot of information, it is necessary to the estate planning process and its completion will enable us to keep costs down for you.

The questions in the Estate Planning Questionnaire are designed to facilitate this process, not to intimidate you. Please answer all of the questions to the best of your ability. We have found that having this data available at the initial conference greatly aids both you and us in focusing on estate planning issues. If you do not have certain information you may notify us at a later date.

You must have Adobe Acrobat Reader to view this form. A link to a free download is available below. If you have any problems using this form or understanding certain questions, please feel free to call our office at 305.932.2000 or send an e-mail to:

Questionnaire Instructions
Click one of the Estate Planning Questionnaire icons to open the form, then:

1. Print the form.

2. Complete the information to the best of your ability.

3. Sign the signature page (Page 24).

4. Make a copy for your records.

5. Send the original document to our firm at:

Use the BACK button of your browser to return to this page after opening the document.

Let's Get Started!

For more information regarding estate planning, read: Planning Your Estate— A Step by Step Approach

Due to security, privacy, and authentication issues with the Internet and E-mail, please DO NOT E-MAIL this form back to us.

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