Estate Planning Forms

Our Process

The first step of our process is to provide our clients with a short New Client Questionnaire. We ask our clients to fill out this questionnaire and send it to us prior to the first consultation. This not only facilitates a more productive first meeting, but helps our clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals.

At the initial consultation, we provide the client with our general recommendations and a fee quote for the services we will be providing. They will be provided with a retainer agreement which they may sign at the meeting, or take with them for review and signature.

During the implementation phase, there is ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options. We use all appropriate avenues of communication: phone, email, online client portal, and in-person meetings. We firmly believe that ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with our clients.

We also believe that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof.  Clients will receive a draft of each document in order to thoroughly review and advise our firm of any changes or questions before their signing.  We dedicate a significant amount of time to the signing of documents and an attorney will supervise each and every signing, along with the witnesses, and answer any questions that have come up in the process.

Once documents are signed, we work directly with our clients to ensure the safe-keeping and distribution of the documents per our clients’ wishes. We also keep our clients informed about changes in the law through our speaking seminars, newsletters, and remind them to monitor their plans with regard to major life events.

Please return the completed form to our office via one of the following: (Remember to download and SAVE the form as a pdf)

  • Mail to our office at:  Advocates in Aging 328 North Rhodes Ave. Sarasota, FL 34237
  • Scan and Email to
  • Fax to: 941-365-4479
  • Bring it with you to your appointment

After completing this form, please contact our office to schedule your appointment if you have not already done so.

CLICK TO DOWNLOAD: Single Estate Planning Questionnaire

CLICK TO DOWNLOAD: Married Estate Planning Questionnaire

With an office in Sarasota, FL Advocates in Aging: Law Office of Ira Stewart Wiesner serves clients throughout Sarasota, Bradenton, Venice, Port Charlotte, Sarasota County, Manatee County, DeSoto County, & Charlotte County.

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