Client Questionnaires
​Our estate planning questionnaires are designed to gather the personal and financial data that will begin your estate planning process. ​Click the links below to download the corresponding questionnaire. These documents can be filled out electronically using Adobe Acrobat. Once completed, save the document and email it to Becky Simon prior to your meeting.
​​If you have any questions regarding the questionnaire, please contact us.
What can I expect when I first call Hawkins Gordon?
The estate planning process usually begins with a short telephone conversation, during which we gather preliminary information and provide you with a fee quote for your estate planning work. We feel very strongly that knowing what you can expect to pay for your estate planning as early in the process as possible relieves many client anxieties.
What are the next steps?
During this telephone conversation we schedule an estate planning meeting with you that usually lasts from an hour to an hour and a half. We will then have you complete an Estate Planning Questionnaire, which you can see on our website.
How long does the process take?
What should I provide before the meeting?
At the end of the first meeting, we schedule an appointment for you three weeks from our first meeting to sign your estate planning documents. We will send you drafts of your documents prior to the meeting.
Please provide your completed estate planning questionnaire with all requested support materials. We look forward to meeting with you at our estate planning session.