Clients find it both efficient and beneficial when they complete the relevant questionnaire before meeting with us.  Download here by clicking the underlined headers.

Estate Administration Questionnaire

If you are interested in learning more about the probate process, please complete this questionnaire and schedule a meeting with Mr. Stewart to develop a plan for the process, including relevant deadlines and fee considerations.

Estate Planning Questionnaire

If you are interested in a new Will or other estate planning document such as a Trust, Power of Attorney, Premarital Agreement, Family Limited Partnership or LLC, please complete this questionnaire and schedule a conference with Mr. Stewart to develop a plan and discuss the fees and timeline to implement it.

LLC Formation Questionnaire

If you are a medical doctor or a dentist interested in possibly forming a professional corporation or professional limited liability company, completing this questionnaire will enable us to advise you regarding the best structure for your new practice and the optimal income tax classification to minimize your tax burden.

Annual Consent Questionnnaire