We hope that you find our electronic Questionnaire convenient and helpful. As you review and complete this Questionnaire, please bear in mind that the information requested provide will give us important background information that will allow us to counsel you and to prepare your estate documents.
Please fill out the Questionnaire to the best of your ability. We realize that you may not have answers to some questions. If you are unsure of an appropriate answer, please just do what you can. If you find this electronic Questionnaire cumbersome, please let us know and we can send you a hard copy to complete.
It is our intention to email you the completed Questionnaire in advance of our first meeting. The Questionnaire will reflect the information that you provided as well as outline additional financial information that will be helpful for our first meeting. We will review all of your information and discuss your objectives for your optimal estate plan.
You can navigate through the online Questionnaire by clicking next at the bottom of each page. Once you have completed the questionnaire, please click the submit button. If you have any questions, please feel free to contact me either by calling me at (240) 912-3001 or emailing me Roger@samek-law.com and I will get back to you promptly.
Thank you so much for trusting us to work with you. We appreciate your confidence and the opportunity to help you.