Personal Confidential Questionnaire for Estate Planning
Here you can download the Personal Information form (Adobe PDF, 170Kb) preceeding your free initial consultation with one of our attorneys. Please note that all information submitted is kept strictly confidential and does not leave the law office. This information is instrumental in our attorneys ability to properly assess and fulfill your desires and estate planning needs.
Trust Funding and Asset Information Questionnaire
Here you can download the Asset Summary form (Adobe PDF, 245Kb) if you have decided to retain your business with Sullivan Estate Law. Please follow all instructions listed on the form as well as possible. All your information is kept strictly confidential and is only viewed by the appropriate individuals within the law firm. This information is vital in getting your living trust funded in a timely fashion.