Estate Planning Forms

Questionnaires

Completion of the appropriate questionnaire prior to our planning meeting will assist us in serving you more efficiently. These Fillable PDF forms may be completed by typing in the requested information. You may save your completed form on your computer so that it is available to you for updating. Also, your completed form may be returned to us through any of the following means: Fax to 410-269-5126; Email to tom@merrillaw.com or danielle@merrillaw.com; or Mail to our mailing address.

Estate Planning Questionnaire - Married (Fillable PDF)

Estate Planning Questionnaire - Married (Fillable MS Word)

Estate Planning Questionnaire - Single (Fillable PDF)

Estate Planning Questionnaire - Single (Fillable MS Word)

NOTE: Labels in bold are required.

MERRILL, CRUTTENDEN &
COLLINSON, P.A.

Clock Tower Place
1410 Forest Drive, Suite 32
Annapolis, MD 21403

Phone: 410.881.0355
Toll-Free: 888.325.5704
Fax: 410.269.5126
E-Mail Us | Annapolis Law Office

At the Law Offices of Merrill, Cruttenden & Collinson, P.A., we provide estate planning, probate, trust administration, and business law counsel for clients in Annapolis, Maryland, and throughout Anne Arundel County, including Severna Park, Arnold, Pasadena, Crofton, Edgewater, and the area of the county known as South County. We also serve clients in the Eastern Shore area (including Kent Island and Queen Anne's County and Talbot County), Baltimore, as well as cities in St Mary's County and Calvert County.

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