Mailing Address: P O Box 504116, San Diego, CA 92150-4116
(760) 471-6505 erin@windsorestateplanning.com

Questionnaires

Our specialized Estate Planning Questionnaires will help us determine which estate plan is best for your particular circumstances.  While it is not necessary to complete this quesionnaire prior to your initial consultation, doing so will help us better serve you. 

 Estate Planning Questionnaire for Couples

 Estate Planning Questionnaire for Individuals

 Guardian for Minor Child Questionnaire
Questionnaires are in PDF Format.