Estate Planning Client Questionnaires (3 Versions)

Contains three client questionnaires:

  1. New Trust Client Questionnaire - - should be given to individuals that have never had a Living Trust prepared before.
  2. Review Trust Client Questionnaire - - should be given to individuals who have had a Living Trust prepared already.
  3. Existing Client Review Questionnaire - - should be given to existing clients who already have a trust prepared by your law firm.

 

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