ESTATE PLANNING QUESTIONNAIRE
(1) submit your answers online -OR-
(2) print form and scan, email, or mail in completed form
This form should be completed prior to your initial consultation.
Select link that best describes you to complete and submit online
OR
Select link below (if you prefer) to print form and fill it in.
Once you complete the printed form, (1) send via email, (2) scan and upload below, or (3) mail it in.
mailing address:
145 S Livernois Road #285
Rochester Hills Michigan 48307
email address:
scan & upload:
Upload Completed Form