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We understand that contemplating your own mortality or the possibility of losing decision-making abilities can be difficult. We are here to support you every step of the way. Now Is the Time to Plan Your Estate: We have the Experience and Expertise You Can Trust.

 I. REGISTER ON-LINE. Please click REGISTER to Register with our Firm and complete the On-Line Questionnaire with all the appropriate information that will allow us to prepare a draft of your Estate Plan Documents.

Please note that the REGISTRATION LINK will redirect you to our affiliate, legal associate, and trusted paralegal service provider, Complete Estate Planning. Once you complete the On-Line Questionnaire, your information will be saved and held in a Secure FILE dedicated solely to you as our New Client. The information will then be used for the preparation of your Estate Planning Documents.

By providing the necessary information, we can prepare a draft of your Estate Planning Documents tailored to your needs. Rest assured, the information you submit will be kept in strict confidence and handled with the highest level of care and security.

INSTRUCTIONS:

To facilitate the creation of your documents, please REGISTER by completing the On-Line QUESTIONNAIRE. Your participation will significantly streamline the process.

Please follow these steps:

1. Click on the following LINK: REGISTER to access the On-Line Client Questionnaire
2. This will open the On-Line Client Questionnaire for you to complete.

    3. Simply follow the directions and fill in the information as requested, which will focus on your personal needs and requirements.

Completing this On-Line QUESTIONNAIRE through our Complete Estate Planning Affiliate is crucial, as it ensures that all your information is saved accurately, minimizing the potential for errors in your documents. It is also easily accessible On-Line.

II. PDF FORM QUESTIONNAIRE. In the alternative, we also provide an additional method for you to provide your personal information.

Please click “PDF QUESTIONNAIRE ” to complete the PDF Form Questionnaire with all the appropriate information that will allow us to prepare a draft of your Estate Plan Documents.

INSTRUCTIONS:

Please note that the Link to the PDF QUESTIONNAIRE will open to a PDF Form Questionnaire that you can complete directly onto the Form by typing in your Information and Responses. Or, you can Download the PDF Form, Print it Out, and complete By Hand.

INSTRUCTIONS:

Please follow these steps:

1. Click on the following LINK : “PDF QUESTIONNAIRE ”

2. This will open the PDF Form Questionnaire for you to complete.

3. Simply follow the directions and fill in the information as requested, which will be focused on your personal needs and requirements.

Once you complete the PDF Form Questionnaire, you can save it to your computer and then email it to our office at [email protected] or send it by Fax to: 610-537-5171.

This will allow you to have a copy of the PDF Form Questionnaire and your information will be saved by you. Once we receive the completed Form, it will be held in a Secure FILE dedicated solely to you as our New Client. The information will then be used for the preparation of your Estate Planning Documents.

The Best Benefit is Peace of Mind!

Knowing you have a properly prepared plan in place - one that contains your instructions and will protect your family - will give you and your family peace of mind. This is one of the most thoughtful and considerate things you can do for yourself and for those you love. Isn't it time to just take care of this? Get started today...

If you have any questions or require assistance, please do not hesitate to reach out via email or phone.

Feel free to call us at 610-768-9255 for a free consultation. Or, send us an email at: [email protected].

Thank you for your cooperation.

Feel free to call us at 610-768-9255 or a free consultation. 

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