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Existing Client Review Questionnaire - Kavesh, Minor & Otis, Inc.

Existing Client Review Questionnaire - Kavesh, Minor & Otis, Inc. 2026

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The document is a confidential client review questionnaire from Kavesh, Minor & Otis, Inc., an estate planning law firm. It is designed to gather personal and financial information from clients to facilitate effective estate planning. The questionnaire includes sections for personal details, family information, financial assets, real estate holdings, insurance policies, and other relevant data. Clients are instructed to complete the form thoroughly and bring it to their appointment for better service.

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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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