Complete your Estate Planning Questionnaire before your consultation. Your responses help our attorneys understand your unique circumstances and prepare personalized recommendations for your meeting. Once completed, you can securely submit it through our website or email it to our office.
This completed Estate Planning Questionnaire
Any existing Wills, Trusts, Powers of Attorney, or other related documents
Any Premarital or Post-Marital Agreements, Community Property Agreements, or Property Settlement Agreement from a previous marriage
Any Buy-Sell Agreements (shareholder agreements, partnership agreements, operating agreements, etc.)
All filed Gift Tax Returns (IRS Form 709)
Complete your intake questionnaire securely online before your appointment. Providing your information in advance helps us review your case efficiently and make the most of your consultation.
Speak directly with Steve Lopez in a confidential, no-obligation consultation. There's no fee unless we win — and every conversation begins with listening.