The purpose of the Estate Planning Questionnaire is to give us as much information to start with, so we can advise you as accurately and efficiently as possible. However, don't worry if you don't know the answers to the questions, we can always discuss it at our initial appointment.

Estate Planning Questionnaire - pdf

Guardianship: A guardian is someone appointed by the court to take legal responsibility and authority for the care of another individual who cannot protect themselves.
Conservatorship: A conservator is appointed by the court to take legal responsibility and authority for the assets of another individual who cannot protect themselves.

Guardianship and Conservatorship Questionnaire - pdf

Probate: Also referred to as an Executor, a Personal Representative is someone, usually nominated under a Will, but always appointed by the court, to take care of the estate of a deceased individual as part of the probate proceeding. It is usually a short term responsibility that includes collecting the assets of the decedent, paying their debts, and then making distributions out to the beneficiaries.

Probate Questionnaire - pdf