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.

News & Resources
Drowning accidents in Pennsylvania | What you should know

If you or a loved one were injured or faced wrongful death because of a drowning accident, you may want to consider…

Read more
What is charitable planning in Pennsylvania? | Here’s what to know

To learn more about the various types of charitable planning available in the state of Pennsylvania, read on and reach out to…

Read more
Friedman Schuman - Personal Injury, Medical Malpractice, Real Estate, Corporate & Business Law, Financial Services, Wills, Trusts & Estates
Contact Friedman Schuman!
  • This field is for validation purposes and should be left unchanged.