Client Questionnaire Walk Through

Your Lawyer has sent you a questionnaire to fill out. 

When creating a will, your lawyer will need to collect all your profile, family tree, asset and debt information required to create an estate plan. The more complete and accurate the information, the better your plan will be. 

Every time you input information into the questionnaire, it automatically populates into your lawyer’s system. If you wish to edit or add more information, log back into your account and proceed to the incomplete section. Upon saving the changes, your lawyer’s system will automatically update to reflect the new information you have inputted.

Click here to access the PDF guide to the questionnaire.