Ross Estate Planning has provided these forms on our website for your convenience. The Estate Plan Questionnaire is to assist us in preparing for your initial consultation.Please download the form, fill it out and fax or mail it to our office. The editable forms allow you to type your information into the form to make it easier for you. These forms can be e-mailed to our office, or if you prefer you can fax or mail them to us. Please get them to us prior to your initial conference.
In the alternative, we would be happy to mail you our intake packet and Estate Plan Questionnaire with a postage-paid return envelope. Please call us if you have any questions. We look forward to hearing from you.
All information that you provide to us is held in the strictest confidence. Please see our Privacy Policy.
Estate Planning Questionnaire
Estate Planning Review
Candidly answer the following questions about your estate plan. Answers of "no," "not sure," or "n/a" may require the attention of a qualified estate planning attorney. |
The team of Ross Estate Planning assists clients with Estate Planning, Wills, Trusts, Charitable Planning, Asset Protection, Trust and Probate Administration, Retirement Planning, Business Succession Planning and Entity Formation in Northeast WI including Door, Brown, Kewaunee, Oconto, Manitowoc, and Sheboygan..