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Existing Client Review Questionnaire - Kavesh, Minor & Otis, Inc. 2026
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- Click ‘Get Form’ to open the Existing Client Review Questionnaire in our editor.
- Begin with Part One: Personal Information. Fill in your name, date of birth, and contact details accurately. Ensure all names are spelled correctly as this information is crucial for your meeting.
- Proceed to answer health-related questions and marital status for both you and your spouse if applicable. If unsure about any question, feel free to leave it blank.
- In the Children and Family section, list each child's full name, sex, date of birth, and other relevant details. This helps in understanding family dynamics.
- Move on to Part Two: Financial Information. Provide detailed account information for banks, savings, investments, and real estate. Be specific about account types and approximate balances.
- Review all sections before finalizing your document. Make sure every necessary field is completed to ensure a productive meeting.
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SAMUEL LEDWITZ is practicing in the area of estate planning with the law firm of. Kavesh, Minor Otis in. Torrance, Calif., where he also resides. TERRANCERead more