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Estate PlanningQuestionnaire

Let’s get your estate plan started

This is a quick 2-part questionnaire. Before your meeting with Necessary Legal, please provide the information in Part 1. Feel free to continue to Part 2. With your answers, we will be able to design the custom estate plan that fits your family and goals. This questionnaire typically takes 5-10 minutes, and you can return to it at any time.

When you continue, your contact information is saved so the firm can follow up with you — even if you don’t finish the questionnaire. You’ll get a private link to pick up where you left off.