FORMS
Estate Planning Questionnaires
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At Kocian Law Firm, we respect and value your time. To help make your consultation as efficient and productive as possible, we ask that you complete our Estate Planning Questionnaire prior to your scheduled meeting. This allows us to focus on your unique concerns and goals during the consultation.
Please complete the questionnaire to the best of your ability. Any questions you may have can be addressed during your appointment.
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Once completed, please email your questionnaire to:
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These forms are ‘fillable,’ but results may vary depending on how the completed form is saved. We suggest that you first download the PDF form to your computer or network drive, and then open it with Adobe Reader (free download) and fill it. Save the form to your computer before beginning to fill it in. Please confirm the Questionnaire contains all the entered information prior to closing the working form. Save the completed form to your computer or other device before closing.
Questionnaire
Navigating the form tips:
§ Use the "Tab" key to efficiently move from one form field to the next.
§ Use the cursor to navigate directly to a particular section.
Above are forms in fillable PDF format for use by our current or prospective clients and are the property of Kocian Law Firm, P.C.