CONNECT

Address:

2000 Winton Road South
Building 4A, Suite 206
Rochester, NY 14618

Phone:

(585) 241-5900

Fax/Other:

(585) 244-5416

Estate Planning Questionnaire



The purpose of this document is to help you consider important issues in your estate plan and provide an opportunity to be better prepared before meeting with an attorney.  Please complete this material as thoroughly as possible.  We will provide a copy for your attorney before your first meeting.  If you have any questions, please call us.


Please click here to download the questionnaire in PDF format.

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Check the background of this financial professional on FINRA's BrokerCheck