New Client - Estate Planning Questionnaire for Individuals
THE INFORMATION IN THIS DOCUMENT IS SUBJECT TO THE ATTORNEY-CLIENT PRIVILEGE, AS PROVIDED IN THE TEXAS RULES OF EVIDENCE. THE CONTENTS OF THIS DOCUMENT ARE CONFIDENTIAL AND WILL NOT TO BE DISCLOSED TO THIRD PERSONS OTHER THAN IN FURTHERANCE OF PROFESSIONAL LEGAL SERVICES. ESTATE PLANNING QUESTIONNAIRE.
CUSTOM LEGAL SOLUTIONS
Every client I meet has their own unique story and set of priorities. I’ve had clients express concerns ranging from “I don’t want my grandson to blow his inheritance in two weeks” to “I don’t know anything about tax planning. Where should I start?” As these factors are revealed, I also learn a little bit more about what needs to go into that particular estate plan — or marital agreement, or business contract, or whatever else the situation may call for. Fortunately for my clients, this is where I truly excel in my practice.
I cannot speak for my clients, but each time they send a friend or member of their family to me, I take that referral as a sign that I am approaching my practice in a way that they appreciate. To ensure that I continue to do so, I also work to stay up-to-date with the latest developments in the law. In addition, I regularly remind my clients that their questions are welcome.