Forms
Client Questionnaires
- Business Representation Client Questionnaire
- Business Formation Client Questionnaire
- Estate Planning Client Questionnaire – For Married Couples
- Estate Planning Client Questionnaire – For Singles
- Estate Planning Client Questionnaire – For current clients updating their plans
- Trust and Estate Administration Client Questionnaire
How to Submit
In order to best serve you, completed questionnaires should be submitted to our firm via email or fax (770.379.1455) at least three (3) business days before your scheduled appointment. Please submit any additional documentation that would be beneficial for our attorneys to review (financial documents, current estate planning documents, etc.) at the same time you submit your questionnaire.
If you are unable to submit the requested documents in advance, please be sure to bring copies to your scheduled appointment.
