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ESTATE PLANNING NEW CLIENT QUESTIONNAIRE Houghton  Form

ESTATE PLANNING NEW CLIENT QUESTIONNAIRE Houghton Form

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my wife and I were looking at um getting some assistance with the state planning and we met with David who really walked us through all the different parts of estate planning with setting up a trust uh answered all of our questions and we felt very comfortable working with him I think the work took uh maybe two weeks or a week and we went back in and and met with David to go through all the work and um I actually did have some followup questions and he was extremely responsive and just very happy with the services that were provided my wife and I now feel very comfortable that uh you know we we have this estate plan set up God forbid something were to happen to us and it's really important to us because we just uh had our second child

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