ESTATE PLANNING GUIDE FLIPBOOK JUNE 9 - Flipbook - Page 29
BRADLEY LAW FIRM, PLLC
NEW CLIENT INTERVIEW FORM
Please list any charitable causes you have or that you support with either your time or financial resources:
My favorite College/University is:
About Your Goals & Objectives
What prompted you to schedule this appointment? Don’t focus on the tools to be used but rather on the outcomes to be
achieved.
Consequence if Goal Isn’t Accomplished
Goals
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YOUR EXPECTATIONS OF US
Meeting your expectations in the estate planning process is very important to our law firm, but in order to do
that we need to know in advance what those expectations are. Please describe your expectations of us
should you decide to hire us to prepare and implement your estate plan for you.
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New Client Interview Form Ver. 2015