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 B. Handler, co-founder of the firm, and beloved friend and mentor, died on December 26, 2020. Norman’s greatest trait as an attorney was not his legal knowledge, his tax experience or his inexplicable love of forms and calculations – i… 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, trust… Read More

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