Client Questionnaires
The right plan starts with the right questions. Choose the questionnaire that fits your situation; each takes ten to fifteen minutes, and your answers come directly and confidentially to attorney Evan W. Turk so your consultation starts with the work already underway.
Legacy Foundations
The foundation plan questionnaire: the essentials done right, and probate avoided.
- Wills and revocable living trusts
- Probate avoidance
- Powers of attorney and health care documents
Asset Protection by Design
The firm’s complete design questionnaire — the method from the book, for families planning across generations.
- Multigenerational (dynasty) trusts
- Asset protection structures
- Business succession and tax planning
Medicaid by Design
For families facing long-term care costs, now or on the horizon.
- Medicaid qualification and crisis planning
- Protecting the home and the healthy spouse
- Care at home, assisted living, VA benefits
The Document Checklist
Every document to gather alongside your questionnaire, with why each one matters. Print it and check items off as you go — drafting begins when both are complete.
Not sure which fits? Call (561) 556-5002 or email evan@turklawgroup.com and we will point you to the right one. Submitting a questionnaire does not create an attorney-client relationship.