Questionnaire for Estate Planning

To assist us in completing your estate planning documents, please complete our questionnaire. We recognize that this questionnaire is somewhat intrusive; however, the information you provide will be kept confidential and will only be used to help prepare thorough and complete estate planning documents, at your request.

Once you have completed the questionnaire, please email it to, and email your contact information so that someone can telephone you to make an appointment.

If you have any questions concerning this questionnaire, please call us at (801) 295-4001.

Download Questionnaire