At the Law Office of David Kelly, we know that a well-crafted estate plan needs to do more than just protect your assets
Caring for loved ones and charitable giving are also considerations for many of our clients. In order to ensure that your estate plan effectively addresses all of your needs and reflects your wishes, we gather as much information about you as possible prior to drafting your documents.
Below you will find a list of questionnaires we use in the planning process. All documents are in .pdf format, and can be viewed using the Adobe Acrobat Reader , available free from Adobe.com. Please note that the documents will open in a separate window. All information that you provide is held in strict confidence.
If you'd prefer to print them out at another time, you can download the form to your computer by following these instructions:
- Windows Users: Right-click the link, choose "Save Target As" (in Internet Explorer) or "Save Link As" (in Netscape). Then browse to the folder where you'd like to save the document.
- Mac Users: Control-click the link, choose "Download link to disk" (in Internet Explorer) or "Save the Link as" (in Netscape). Then browse to the folder where you'd like to save the document.