Harlow & Cole Estate Law
Personal Estate Planning Questionnaire

Before you download the fillable PDF

This questionnaire contains sensitive information — Social Security numbers, account numbers, and details about your assets and family.

A heads up about returning this form: once you've filled it out, please don't just attach it and email it back to us. Standard email is not secure, and this document will contain sensitive personal and financial information. Instead, call our office at (555) 010-4200 and we'll set up a secure way for you to get it back to us — or better yet, consider option 3 or option 4, which skip this problem entirely.
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