Estate Planning Questionnaire
Please fill out this questionnaire as completely and accurately as possible. If time allows, please return the completed form to us before our first meeting; otherwise, bring the completed form with you to our meeting. This information will help us to better analyze your estate planning needs and will shorten the length of time needed for the first meeting. All information contained in this questionnaire is strictly confidential. Married couples please fill out Client 1 and Client 2 (Husband and Wife). Single people please fill out Client 1 only.
Download the Estate Planning Questionnaire!
(PDF Document Format)
We recommend that you email the completed form to gerri@smith-condeni.com,
or you may alternately print and fax the completed form to (216) 771-3387.
