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We ask our clients to complete our online Estate Planning Questionnaire via our safe and secure web portal. This will allow you to complete the questions and upload any and all documents to help us prepare for our meeting/video call where Roger will address any and all of your questions and concerns and offer some options based on the information provided.
Please complete each section with as much detail as you can, list all bank accounts, brokerage accounts, IRAs, 401Ks, Life Insurance policies and the like. When listing your bank accounts, please be sure to let us know if they are Joint, Business or Individual accounts and please include the last 4-5 digits of each account number.
Lastly, please be sure to include contact information (i.e. address, email, mobile phone) for all interested parties (beneficiaries and those you choose to act on your behalf for your Power of Attorneys, etc..).
You will be asked to register and login.
Once you register, we will be notified electronically by email and you can then complete the requested information. When you are finished and “Submit”, we will receive notice that the questionnaire has been completed so we can access the information for our review.
If you encounter any problems with the weblink above, please don’t hesitate to contact Roxanna at:
We look forward to meeting and working with you.
