Thank you for choosing Stefans Law Group PC to assist you with your Estate Planning goals. Estate Planning is a highly personal and complex area of the law and we know how hard you work for what you have. We want to educate you on how the law works and how it applies to your unique situation so that you can make informed decisions about your property, assets, healthcare, and income.
This questionnaire is designed to be thorough, detailed, and personal. We ask you about your family history, relationships, protected health information, and sensitive financial information. All of this data is necessary to create and execute the right estate plan for you and is kept in strictest confidence.
Though the volume of questions can be overwhelming, please fill out the form and accurately and completely as you can. Please bring any documents, questions, concerns, or information you feel is important for us to have to your next meeting.
In the meantime, if you have any questions, please contact us at 516-692-2744.