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The first step in the estate planning process is for you to complete an estate planning questionnaire. To download an estate planning questionnaire in Adobe Acrobat format, please click on the appropriate form below:
For non-estate planning clientele, please download and complete the following form: After completing the appropriate form, please contact our office for
an appointment. Don't have the Adobe Acrobat Reader? Click the button below to download. |
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Estate Planning
Questionnaire for a Married Couple 
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Attorney Practice Areas:
Estate Planning, Living Trusts, Probate, Living Will, Last Will &
Testament, Trust Administration, Business Law, Incorporation, Power of
Attorney, Estate Taxes, Gift Tax, Gift Planning, Beneficiary, Inheritance,
estate and gift tax. Law Office Communities Served: Orange County California including the cities of Laguna Niguel, Laguna Hills, Laguna Beach, Laguna Woods, Irvine, Newport Beach, Dana Point, Mission Viejo, Huntington Beach, Tustin, San Juan Capistrano, and San Clemente. Copyright © The Law Offices of Michael T. Walsh, A Professional Corporation Disclaimer Legal Web Design - Axsen |