Questionnaires

Estate Planning Questionnaires

Married  - (Word)   (PDF)

Partners  - (Word)   (PDF)

Single     - (Word)    (PDF)

Student  - (Word)    (PDF)

 Real Estate Transfer Questionnaire

                         - (Word)    (PDF)

Estate or Trust Administration Questionnaires

Estate or Trust Administration Questionnaire - (Word)   (PDF)

List of Information Necessary to Initiate a Probate Proceeding in DC - (Word)   (PDF)

Estate Tax Questionnaire - (Word)   (PDF)

 

Our Attorneys

Norman B. Handler's Profile Image
Norman Handler started his legal career with the IRS, auditing estate tax returns and, in its National Office, developing estate tax policy. He moved into private practice, first as an associate and later as a partner in a large Montgomery County law… Read More

Marc S. Levine's Profile Image
Marc S. Levine has been practicing law since 1992, all with Handler & Levine, LLC, and its predecessor firms.  Marc regularly assists individuals and families in preparing their estate plans, including drafting their wills, revocable trusts, tru… Read More

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