Estate Planning Questionnaire

Use the Estate Planning Questionnaire if you would like to prepare a will, a trust, or powers of attorney.

You will need the free Adobe PDF Reader to complete the below forms:

Fill out electronically on your computer or tablet

1. Download the form, and save it to your computer or tablet. [ Download Braiterman Estate Planning Form (type your answers) ]
2. Fill out the form on your computer or tablet, then save it, and print it.
3. Mail the form to us, or bring it for our first meeting. See the Contact page for our address…

Print form and fill out by hand

1. Print the form. [ Download Braiterman Estate Planning Form (hand write your answers) ]
2. Fill it out by hand
3. Mail the form to us, or bring it for our first meeting. See the Contact page for our address…