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) Client Review Questionnaire - - should be given to existing clients who already have a trust prepared by your law firm.
Includes: Modifiable Microsoft Word forms, plus Instructions for Use
