Thank you for considering The Legacyer's Law Firm, LLC. for your estate planning needs. The enclosed estate planning questionnaire is designed to capture as much of your personal and financial information as possible so that we can properly assess your current situation, evaluate the best course of action, and recommend the documents appropriate for you during your estate planning process. Whether you need just a simple will or a more complicated estate plan, the information requested in this form is essential to giving you proper advice and recommendations.
In order to have an estate plan that accurately reflects your wishes and provides maximum protection of your assets, it is important to provide accurate and complete information as much as possible. An estate plan can only be as good as the information upon which it is based, including personal and financial information. To that extent, we kindly ask that you complete the questionnaire on the following pages and return it to our office at least 3 days before your appointment, or as soon as reasonably possible, so that we are able to review it. Please feel free to add extra pages where necessary.
If you are not able to provide all the requested information, we ask that you do not put off your appointment, but complete the questionnaire to the best you can. Please be sure that all information, including names and addresses are written clearly and spelled correctly. All information and supporting documentation will be held in strict confidence.
If you have any questions regarding the questionnaire, please call our office.
The Legacyer's Law Firm expresses sincere thanks for allowing us to assist you with your Estate Planning needs.
Very truly yours,
Shamala S. Florant, Esq.
Founder and Managing Attorney