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ESTATE PLANNING NEW CLIENT QUESTIONNAIRE - Houghton 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin with the 'Personal Information' section. Fill in your full legal name, nickname, and other required details such as SSN, address, and contact information. Ensure accuracy as this information is crucial for your estate planning.
- Move on to the 'Portfolio Design Information' section. Reflect on the questions provided to help clarify your goals and objectives for estate planning. This will guide discussions during your consultation.
- Complete the 'Property Information' section by detailing your assets. Use the provided categories like bank accounts, real estate, and personal property to organize your information effectively.
- Review all sections for completeness before submitting. Once finished, save your document and return it via mail or fax as instructed.
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