Some estate planning lawyers prefer that the client complete an estate planning questionnaire before the initial visit, while others do not.  A financial statement has some but not all information needed.  At The Karisch Law Firm, PLLC., we provide a form which may be used by our clients to provide us with information, but its use is not required.  Many of our clients find that the form helps them start thinking about the issues which are likely to come up during the estate planning consultation.  Click here for our form (or here for the form in Word format).  This form should be helpful whether you use an attorney in our firm or any other firm. 

Last updated on January 6, 2011 by Glenn Karisch