Estate Planning Questionnaire

Friedman Schuman Layser • Attorneys At Law
Estate Planning Questionnaire

Estate Planning Questionnaire

Are you married?(Required)
Do you have children?(Required)
Are any of your beneficiaries minors?
Do any of your beneficiaries have special needs?
Do you have retirement accounts?
Do you own real estate?(Required)
Do you own real estate outside your current state of residence?(Required)
Do you own or have an interest in a business?
Do you currently have a will?(Required)
Do you have life insurance?

Once we receive your completed questionnaire, one of our attorneys will contact you to discuss the estate planning process and provide you with a cost estimate.

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Our Office Locations
Fort Washington
Phone: (215) 635-7200

Fax: (215) 635-7212

275 Commerce Drive, Suite 210
Fort Washington, PA 19034
Philadelphia
Phone: (215) 635-7200

Fax: (215) 635-7212

1500 John F. Kennedy Blvd.
2 Penn Center, Suite 910
Philadelphia, PA 19102
Cherry Hill
Phone: (856) 616-8818

Fax: (215) 635-7212

1040 N. Kings Highway, Suite 200
Cherry Hill, NJ 08034

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