Estate Planning Questionnaire - CONFIDENTIAL

Please download the PDF form below, print it and answer all the questions as best you can. Bring it with you to our first meeting. If you have any questions, please call me at 456-5547.

JoAnn

EPquestionnaire.pdf

Home • Contact & Office Location • Before Your Appointment • Estate Plan Questionnaire • Powers of Attorney • Choosing A Person To Be Your Attorney In Fact • The General Durable Power Of Attorney • Health Care Decisions • Wills & Trusts • What Is A Will? • What is Probate? • Probate Fees • Conservatorships • Conservatorships • Guardianship • Gift Tax Info-2009 • About My Practice • Important Articles • Trust Mills-Not Your Friend • Resources on Aging Issues • Disclaimer – JoAnn D. Gould’s law practice serves clients in Northern California’s Central Valley: San Joaquin County, Stanislaus County, Manteca, Lathrop, Tracy, Stockton, Modesto, Lodi, Oakdale, Riverbank, Escalon, Ripon and beyond.

Home

Contact & Office Location

Before Your Appointment

Estate Plan Questionnaire

Powers of Attorney
• Choosing A Person To Be

   Your Attorney In Fact

1. •The General Durable Power Of Attorney
   

2. •Health Care Decisions
   

Wills & Trusts

1. •What Is A Will?
   

2. •What Is Probate?
   

3. •Probate Fees
   

4. •Living Trusts
   

Conservatorships

Guardianship
Gift Tax Info

About My Practice
Important Articles

Trust Mills-Not Your Friend

Resources on Aging Issues

Disclaimer

OUR Legal SERVICES

1. •Conservatorships
   

2. •Estate Planning
   

3. •Powers of Attorney (all types)
   

4. •Starting a business
   

5. •Tax Planning
   

6. •Wills and Trust
   

7. •ElderLaw
   

8. •Trust Administration - lifetime and after death
   

9. •Probate
   

10. •Boards of Directors
    

11. •Corporate Governance