[WSBAPT] Estate Planning Questionnaire

[Heather de Vrieze]

You can find mine on my website.

http://westseattlelaw.com/pdf/Couple-Estate-Planning-Questionnaire.pdf

Heather

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D60374.8DC02D80]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>
Click here to connect with de Vrieze | Carney on Facebook:   [FB Logo] <https://www.facebook.com/DeVriezeCarney>

*****Our office is working to do our part to deal with the COVID-19 situation that is impacting us all.
In particular, we are taking steps to keep the higher traffic areas clean and regularly sanitizing all doorknobs and light switches.
We are limiting the number of in person client appointments per day, trying to keep appointments as short as possible, with preliminary or follow-up discussions by telephone or email. I am also sanitizing client space in my office after each appointment.
Client appointments that can be handled by telephone should be scheduled as such.
If I am sick, I will reschedule, I ask you to do the same.*****


CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information.  If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Inge Fordham
Sent: Thursday, March 26, 2020 12:46 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Estate Planning Questionnaire

Are there any listmates who would be willing to share their form of estate planning questionnaire?  My concern is that mine could be more “beefed up” but I also don’t want to overwhelm clients.  (Happy to reciprocate.)

Thanks in advance to anyone willing to share!


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Inge A. Fordham | Attorney
Fordham Law, PLLC
3218 Sixth Avenue | Tacoma, WA 98406
Office: (253) 348-2657 | Mobile: (206) 778-3131

Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent.  This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other than to the intended recipient.  If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it.  If you have received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.
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