Questionnaires

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

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.

Tel.: (760) 471-6505 erin@windsorestateplanning.com

The materials provided on this Web Site are for informational purposes only. We are not providing legal advice. An estate plan should be specifically tailored to an individual or couple's particular circumstance Different jurisdictions have different laws and regulations. Because of these differences, you should not act or rely on any information from this Web Site without seeking the advice of a competent attorney licensed to practice law in your state. The attorneys at the Law Offices of Erin M. Windsor are licensed to practice law in the State of California. Neither this Web Site nor use of information from it creates an attorney-client relationship.

Law Offices of Erin M. Windsor - An Estate Planning Law Firm

Questionnaires