The firm provides a highly personal service in its private client care. This is particularly so in relation to the preparation of wills, estate planning ,establishment of trusts, and the administration of estates. These are areas which require an ability to provide wide ranging practical advice for the client and their dependants.
We would like to provide you with a questionnaire that many clients have found helpful, not only in summarizing for us the information that we need in order to formulate our recommendations, but also in clarifying their own thinking about their estate planning objectives. We hope you will find it helpful, too. While it may look formidable, please try to be as thorough as possible in completing the form and highlight any areas in which you have questions. Our experience is that the more thought a client has given to his or her estate planning objectives before we begin drafting, the more smoothly the process proceeds.
Click here to download this questionnaire.
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