Confidential Estate Planning Questionnaire

Please complete our confidential estate planning questionnaire and we will contact you to schedule an appointment to prepare your estate plan.  Completing this form in advance saves our clients money as it substantially reduces the time our attorneys must spend gathering information from our clients during the initial client interviews.

Please answer all applicable questions as completely as you can. The more information you can provide, the better we can answer your questions, and, if you have decided to establish your estate plan through our firm, draft your documents in accordance with your wishes. Accuracy to the exact dollar is not necessary.

By completing and submitting this questionnaire, I/we represent to Heieck Law Center that the information contained in this questionnaire is accurate and complete, and I/we understand that the law firm and its individual lawyers will rely on this information. I/We understand that if the information contained herein is inaccurate or incomplete, the recommendations made by the law firm may not be appropriate.

PLEASE NOTE THAT NO ATTORNEY-CLIENT RELATIONSHIP IS ESTABLISHED UNTIL AN AGREEMENT FOR LEGAL SERVICES HAS BEEN EXECUTED BY YOURSELF AND A REPRESENTATIVE OF THE HEIECK LAW CENTER, AND THE REQUIRED RETAINER, IF ANY, IS PAID IN FULL.


Heieck Law Center Confidential Estate Planning Questionnaire