Simple Will Intake/Questionnaire

more+
less-

A simple five page questionnaire that you can use on your initial intake. More questions may arise either during the consultation or once you begin preparing the documents.

It is written in a way that will hopefully go with the natural flow of the conversation and can help make the client comfortable in talking to you. Talking about the client and their children is usually a nice way for them to get comfortable and loosen up before discussing more sensitive matters.

This document does NOT contain questions regarding living wills and healthcare proxies.

LOADING PDF: If there are any problems, click here to download the file.


DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Peter Ryan | Attorney Advertising

Written by:

more+
less-

Peter Ryan on:

JD Supra Readers' Choice 2016 Awards
Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:

Sign up to create your digest using LinkedIn*

*By using the service, you signify your acceptance of JD Supra's Privacy Policy.

Already signed up? Log in here

*With LinkedIn, you don't need to create a separate login to manage your free JD Supra account, and we can make suggestions based on your needs and interests. We will not post anything on LinkedIn in your name. Or, sign up using your email address.
×
Loading...
×
×