Vermont Estate Planning Questionnaire

• Category: Probate - Estates
• State: Multi-State
• Control #: US-Q1014-B
• Format: Word; Rich Text

Description

This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorney-client relationship with a new estate planning client. This form helps ensure thorough case preparation and effective evaluation of a new client's needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.