Client Forms

At Chasen & Associates, we know that a well-crafted estate plan needs to do more than just protect your assets. Caring for loved ones and charitable giving are also considerations for many of our clients. In order to ensure that your estate plan effectively addresses all of your needs and reflects your wishes, we gather as much information about you as possible prior to drafting your documents.

Below you will find a list of questionnaires we use in the planning process. All documents are in .pdf format, and can be viewed using the Adobe Acrobat Reader, available free from Adobe.com. Please note that the documents will open in a separate window.

If you'd prefer to print them out at another time, you can download the form to your computer by following these instructions:

• Windows Users: Right-click the link, choose "Save Link As..." (in Firefox) or "Save Target As..." (in Internet Explorer). Then browse to the folder where you'd like to save the document.
• Mac Users: Control-click the link, choose "Download Linked File As..." (in Safari) or "Save the Link as..." (in Firefox). Then browse to the folder where you'd like to save the document.