PRESS PLAY & WATCH THE VIDEO ABOVE FOR WHY YOU WANT AND NEED THIS
This estate planning diagnostic/questionnaire gives your UTBF estate planning attorney a comprehensive view of your current situation, goals, and any worries you have that you would like to have addressed at your initial meeting. It also gets you thinking about all of the important issues in advance so that you can get the most out of your appointment.
Preparation always saves you money as it makes these appointments more effective.
For all of these reasons, it's required that you bring the completed diagnostic/questionnaire with you to your appointment. Read more below.....
The video at the top of this page explains how your attorney will use this information and just a few of the reasons it is imperative that you complete the questionnaire in advance of the initial estate planning meeting.
When you contact our office, you will speak to one of our Client Relations Managers to get more information or to request an initial meeting with one of our attorneys. A copy of the questionnaire will be mailed to you once we have set your estate planning appointment.
Click here if you would like to see the questionnaire prior to contacting our office.