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Estate Planning Questionnaires

At our law firm, we highly value your time. To ensure that your consultation appointment is as efficient and beneficial as possible, we kindly request that you complete our Estate Planning Questionnaire before the scheduled meeting. This allows us to focus on discussing your specific concerns and needs during the consultation. Please provide as much information as you can. If you have questions, they will be addressed during your appointment.


After you have filled out your questionnaire, please email it to

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. 


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. 

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