Plano Texas Estate Planning Questionnaire
Category:
State:
Multi-State
City:
Plano
Control #:
US-Q1014-B
Format:
Word;
Rich Text
Instant download
Description
This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorney-client relationship with a new estate planning client. This form helps ensure thorough case preparation and effective evaluation of a new client's needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.
Free preview
