Frundt & Johnson, Ltd.

Your First Appointment

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Charles Frundt

Michael Johnson

David Frundt

Daniel Lundquist

Ryan Gustafson

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Your First Appointment


In order to make your time with us as efficient as possible, please consider printing out and completing the following forms prior to your first appointment. The more information we have from you at the beginning, the quicker we can help you obtain your goal.


 

For all inquiries, please complete the following form:  General Client Information. 

The rest of the
forms are separated by category.   I
t is O.K. if you do not have the forms fully completed prior to your visit with us as these forms are intended to make your time with us more efficient and to help you obtain your goal as soon as possible.   If you have any questions regarding which form may apply to your particular situation, please do not hesitate to call us!

Note: These forms cannot be completed or submitted to us online. They must be printed out and turned in to us at your first appointment.


 
Estate Planning

Forms

•  Estate Planning and Will Information Client Questionnaire

•  Gift Tax Return Information

•  Separate Writing of Tangible Personal Property

•  Asset Valuation Worksheet

•  Interactive Asset Valuation Worksheet
                    Instructions
The following documents are intended to provide you with a general background of Estate Planning. Please consider reading them at your leisure.

•  Estate Planning Terminology

•  A Discussion of the Power of Attorney 

•  Transfer On Death Deed (TODD) - An Estate Planning Tool
 
 
Real Estate

Real Estate Purchase Agreement Questionnaire

Dissolution of Marriage

Dissolution Client Questionnaire

Probate

Probate Questionnaire

Personal Injury (Auto Accident)

Personal Injury (Auto Accident) Client Questionnaire

Disclaimer: The information contained on this site is not intended to provide specific legal advice nor does it create an attorney-client relationship.  An attorney-client relationship may only be created by an explicit agreement with one of the attorneys.  We will not accept specific requests for legal advice or offer specific legal advice over the Internet.  We do not intend to communicate with any person where such communication would violate any legal or ethical requirement in a jurisdiction.

© 2012 Frundt & Johnson, Ltd.