Initial Meeting Questionnaires

In preparing for your first meeting, please complete as much as you can of the applicable questionnaire. Don't worry if you do not know all of the answers - we will discuss any questions you have or items you are not sure about at our first meeting.

For Buy Sell Agreements: [PDF] [DOC]

For Business Planning Services: [PDF] [DOC]

For Federal Trademarks: [PDF] [DOC]

For Estate Planning Services: [PDF] [DOC]

For Private Foundations: [PDF] [DOC]

For Public Charities: [PDF] [DOC]