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Client Contact
CLIENT QUESTIONNAIRE
Client Questionnaire: Single Person - this is a sample form to be used by estate planning attorneys in evaluating a single person's estate planning needs (also available in Rich Text Format)
Client Questionnaire: Married Person - this is a sample form to be used by estate planning attorneys in evaluating a married person's estate planning needs (also available in Rich Text Format)
The above forms can be easily converted into online questionaires for the estate planning attorney's website.
FEE AGREEMENT
Fee Agreement - a sample fee agreement form to be used between attorney and estate planing client
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