(423) 765-0743 | 108 E. Main St., Suite 208, Kingsport, Tennessee 37660
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Fill out as much of this document as you can. The more information our firm has, the more detailed our initial conversation can be. For those items that you cannot or do not want to answer, please place N/A in the box.
Estate Planning Questionnaire
First Name
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Last Name
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Spouse's Name (If Applicable)
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Address Line 2
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City
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County
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State
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Zip
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Phone Number
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Child's Name (1)
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Child's Name (2)
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Grandchild (1)
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Grandchild (2)
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Grandchild (3)
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Approximate Value of Real Estate (minus debts)
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Approximate Checking/Savings Account Value
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Approximate Investment Values
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IRA, 401K, Retirement Approximate Value
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Personal Property Value
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Estate Planning Objectives
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How did you hear about our practice
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Estate Planning & Administration
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108 E. Main St.
Suite 208
Kingsport, Tennessee
37660
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(423) 765-0743
Fax: (423) 328-1721
lee@mcveylawfirm.com