Estate Planning Process

Estate Planning Questionnaire

After contacting us you will receive a detailed estate planning questionnaire to discuss with your family members and set your initial goals. This provides the blueprint to your estate plan.

Contact us now for your free Estate Planning Questionnaire

Wills and Trust attorney Nick Klimas focuses on building relationships with his clients. Every client is provided annual reviews of their documents free of charge. Amendments to the documents are charged a nominal amount. The goal is to build a set of estate planning or trust documents that stand the test of time. Any great estate planning attorney will plan for events 5 years from now, 20 years from now and 40 years from now.

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