Estate Planning Will Discussions

Estate Planning Tools

As you complete this questionnaire, stop and think deeply about each part before moving forward to the next section. There is a video listed next to many of the sections that provide additional insight. Attorney-Katelyn Doyle of John’s, Flaherty, & Collins, La Crosse, Wisconsin is our guest in clarifying these sections. Once completed, return your questionnaire to us, so we can add any additional information which we may have discussed during our one-on-one conversations. We’ll then forward this document to a qualified attorney of your choice, so you can move ahead with your legal estate planning documents with greater ease and confidence.

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