Fill Out Your 3-Page Questionnaire
We do not ask any financial questions, and you do not need to bring any financial paperwork to your Initial Consultation. Your Questionnaire should take about 10 minutes to complete.
Click "Download Your Questionnaire" below. Then simply print and fill out.
Gather all of your existing legal documents:
Also, if you have a separate Living Will or HIPAA Authorization, please bring that with you.
Attend Your Free Consultation
Bring your completed Questionnaire and whatever legal documents you may have to your Initial Consultation. Don't worry if you are unable to find everything. Just bring in what you have.
If you are married, both spouses must attend.
We will call you one business day prior to your Initial Consultation to confirm your appointment. If you need to change your meeting date and time, please call us at least one week prior to re-schedule.
We would like to take this opportunity to thank you for your interest in planning with our firm. We appreciate your trust in us and will do everything we can to help you achieve your estate planning goals.
See you soon!
Addresses & Maps to Our Offices:
Covert | Law