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Client Forms

When you are ready to begin the estate planning process, please download the appropriate Estate Planning Questionnaire (highlighted links below), complete it and mail it to NEET. 

After your form has been received, NEET will contact you to schedule an initial consultation.

If you are contacting NEET regarding a probate or trust administration matter, please download the Probate and Trust Administration Questionnaire, complete it and gather as much of the listed information as possible. Then call attorney Adam Bartsch to schedule an initial consultation. There are important deadlines that must be met in probate and trust administration matters, so please contact Adam as soon as possible.

 

Estate Planning Questionnaire for Single Clients

Estate Planning Questionnaire for Married Clients

Estate Planning Questionnaire for Non-Traditional Couples

Probate and Trust Administration Questionnaire

 




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181 Falls Road, Shelburne, VT 05482
| Phone: 802-985-8811

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