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 250
Farmington Hills, MI 48334
Probate and Estate Administration
Estate Planning Articles
Estate Planning Questionnaire
Mall Malisow & Cooney, P.C.
Detroit, Michigan, Wills and Trusts Attorneys
30445 Northwestern Highway, Suite 250
Farmington Hills, MI 48334
Map and Directions
Phone: (248) 538-1800
Fax: (248) 538-1801
At our firm’s offices near Detroit, Will and Trust lawyers help individuals from communities throughout Wayne County, Oakland County, Macomb County, Livingston County, and Washtenaw County, including Farmington Hills, Detroit, Sterling Heights, Dearborn, Southfield, Troy, Warren, and Ann Arbor, ensure that their intentions regarding their property are carried out.
Printer Format
E-Mail This Page
Save to Favorites
