Ready to Get Started?
Ready to get started? We are looking forward to the opportunity to work with you! Below is our client intake questionnaire. Please fill it out to the best of your ability before your initial consultation. To schedule an initial consultation with one of our attorneys, please contact us here. Please visit here to learn more about our process.
Our Estate Planning Checkup is a complimentary tool to see if your estate plan is up-to-date. If you are curious about where your estate plan stands, we encourage you to go through the short questionnaire.
If you have questions or need assistance, please call us at 443-589-5600. Our team is happy to help and will get back to you as soon as possible.
To prepare for your initial consultation, please fill out our Single Person or Spouses Estate Planning Questionnaires.
If you complete this questionnaire, we can do a more complete job of estate planning for you, at a lower cost. We will be relying on the data supplied by you in this questionnaire for our recommendations for your estate planning.
The Estate Planning Checkup
The goal of estate planning is to give you the peace of mind that you and your loved ones will be taken care of. Please answer the following 10 questions to see if your estate plan is up-to-date. If you have any questions or concerns, please reach out to our team at 443-589-5600. We are here to help.