planning needs, the links below lead to a questionnaire which
will help you think about issues which need to be addressed in
the estate planning process. You can download and print the
forms (one is an RTF file and the other is a PDF file).
Complete as much of the form as you are able and return it to
me by email, fax or mail. The more complete the form is, the
more productive our first meeting will be.
Massachusetts, this web site may be considered "advertising." It is designed to provide
general information for clients and friends of the firm and should not be construed as legal
advice, or legal opinion on any specific facts or circumstances. This web site is designed for
general information only. The information presented at this site should not be construed to
be formal legal advice nor the formation of a lawyer/client relationship.
