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Initial Questionnaire

The purpose of this Initial Questionnaire is to record information that will be used to prepare you Estate Plan, including, as necessary, a Will, Trust, Durable Power of Attorney, and Healthcare Power of Attorney. Portions of it will be helpful in the administration of the Estate or Trust and, in some cases, is required for the preparation of tax returns. Your time spent in accurately completing this questionnaire will certainly save considerable time, effort, and confusion late. Information is essential *Indicates required field

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Mike Rutkowski

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Rutkowski Law Firm

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We Welcome the Opportunity to Host a Virtual Meeting With You. Whether you need a Will, Trust, Asset Protection Plan or are in need of Medicaid Crisis Planning, our team is here to help!
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