Estate Planning Questionnaire

Estate Planning Questionnaire

ESTATE PLANNING
PERSONAL INFORMATION QUESTIONNAIRE

The purpose of this Personal Information Questionnaire is to help prepare for our upcoming consultation. This preparation provides us with important personal information about you, your family and your trusted advisors. The last page of this questionnaire asks for an estimated value of the estate assets. Your complete answers will help enable us to most effectively advise you on your situation.

It is very important that you complete and return this Personal Information Questionnaire to our office prior to our consultation meeting.

Click here to print the form.

After completing the printed form, please fax to (248) 538-1801
or mail to:

Mall Malisow & Cooney, P.C.
30445 Northwestern Highway
Suite 310
Farmington Hills, MI 48334