This questionnaire collects everything we need to prepare the first draft of your Essential estate plan: your Will, Financial Power of Attorney, and Advance Health Care Directive.
It takes about 30 minutes. Your answers are saved in this browser, so you can stop and come back to finish on the same device. If you are unsure about something, leave it blank and we will talk it through.
Near the end you can add optional services. Your estimate updates as you go, starting at the $700 package price.
Your answers are confidential. Submitting this form does not by itself create an attorney-client relationship; that begins when you sign our engagement letter.