California Estate Planning, Wills & Trusts
Home |  Estate Planning |  Probate & Trust Administration |  Forms |  About Us |  Contact Us
Forms for Prospective Clients
•  Personal Questionnaire
•  Financial Questionnaire

The Law Offices of Laurie Shigekuni
 

Office Locations::


 2555 Ocean Avenue
Suite 202
San Francisco, CA 94132

225 S. Lake Ave.

Suite 300

Pasadena, CA 91101

 
 Contact Information

Ph:   (415) 584-4550

        (800) 417-5250

Fax:  (415) 584-4553

contact@calestate
planning.com

Forms for Prospective Clients
 
 This page contains links to two of our questionnaires for prospective clients. The first form is a personal questionnaire that will provide us with essential information for drafting your estate planning documents. The second form is a financial questionnaire that will provide us with an overview of your assets that will help us determine what types of estate plan will best meet your needs.
 
 Forms


 Download Personal Questionnaire (PDF)

Download Financial Questionnaire (PDF)

 
Home | Estate Planning | Probate & Trust Admin | Forms | About Us | Contact Us         Web Design by Dayspring Technologies
Legal Disclaimer: The information on this Web site is intended to be used as general information only. Nothing on this Web site constitutes specific legal advice. You should always speak with an attorney first before engaging in any estate planning. In compliance with the requirements of IRS Circular 230, we further inform you that any writing about tax law on this Web site is not intended to be used, or can it be used, to avoid penalties that may be imposed under the Internal Revenue Code.
©2010 The Law Offices of Laurie Shigekuni   All rights reserved.