Wood Legal Group, LLP | Estate Planning & Probate Attorneys

WOOD LEGAL GROUP LLP

Pre-Appointment Questionnaire

Before scheduling your consultation, please take 3-5 minutes to complete this brief questionnaire. Your answers help us prepare personalized guidance and make the most of your attorney's time.

What can we help you with today?

Select the area that best describes your situation.

Estate Planning — Wills, Trusts & Asset Protection

Creating a new plan to protect your family and legacy

Estate Plan Review & Update

I have an existing estate plan that needs to be reviewed or updated

Probate & Trust Administration

Settling a loved one's estate after their passing

Excess Proceeds / Tax Sale Recovery

Recovering surplus funds from a county tax sale of property (California only)

Your responses are confidential. Please note: submitting this form does not create an attorney-client relationship. An attorney-client relationship is established only upon execution of a written engagement agreement.

Wood Legal Group, LLP · 1308 E. Colorado Blvd #2286, Pasadena, CA 91106 · Portia@woodlegalgroup.com
All information is strictly confidential.