Life and Legacy Estate Planning Law Firm
CLIENT QUESTIONNAIRE
The full client questionnaire can be downloaded directly from the above links. ​
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Once completed, simply email the client questionnaire to our office at D.Johnson@LifeAndLegacyEstatePlanning.com. You will then be contacted to book your design meeting with your estate planning attorney.
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You can also complete a simplified version of the client questionnaire online by emailing our office at D.Johnson@LifeAndLegacyEstatePlanning.com.
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Please try to fill out as much of the questionnaire as you can. The more information you share now, the easier and faster your estate planning process will be.
OUR EASY 3 STEP PROCESS
STEP 1:
CLIENT QUESTIONNAIRE​
The client questionnaire can be downloaded directly from the "Client Questionnaire" page.​
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You can also complete a simplified version of the client questionnaire online by emailing our office at
D.Johnson@LifeAndLegacyEstatePlanning.com
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STEP 2:
DESIGN MEETING
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Meet with your estate planning attorney either in person in the comfort of your home, in our office by the Long Beach airport, or online via Zoom, to map out the structure and details of your estate plan.
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STEP 3:
SIGNING MEETING
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The review and signing meeting is the final and formal step in the estate planning process. This is when you review, approve, and legally sign all of your estate planning documents, making them valid and enforceable.​​​
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HAVE QUESTIONS?
WANT TO LEARN MORE?
Call our office at
Email us at
We offer FREE 20-Minute Consultations!
Life and Legacy Estate Planning Law Firm
3708 Kilroy Airport Way
Long Beach CA 90806