Estate Planning Questionnaire

Friedman Schuman • Attorneys At Law
Estate Planning Questionnaire

Estate Planning Questionnaire

Are you married?
Do you have children?
Are any of your beneficiaries minors?
Do any of your beneficiaries have special needs?
Do you have retirement accounts?
Do you own real estate?
Do you own real estate outside your current state of residence?
Do you own or have an interest in a business?
Do you currently have a will?
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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Fort Washington
Phone: 215-392-6944

Fax: (215) 635-7212

275 Commerce Drive, Suite 210
Fort Washington, PA 19034
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Phone: (215) 392-6944

Fax: (215) 635-7212

1500 John F. Kennedy Blvd.
2 Penn Center, Suite 910
Philadelphia, PA 19102
Cherry Hill
Phone: (856) 452-4458

Fax: (215) 635-7212

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

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