Below please find our estate planning questionnaires, these are used to gather the information necessary to draft a will and estate plan. Call us for a free consultation (215) 790-1095. Klenk Law specializes in trusts, wills, estate planning, probate, and will challenges and will contests, with offices in Philadelphia, Bucks County, Allentown, New York and New Jersey.
The following files are in PDF and require Acrobat Reader.
If you prefer, you may download the questionnaires in MS Word format. Please right mouse click (PC) or CTRL-click (Mac) on a link to download.
Please Note: When you have completed the estate planning questionnaire, you may submit to Klenk Law via mail or fax at (215) 790-1096. We do not recommend emailing us your information. The internet is not secure (as a general rule) and identity theft is rampant. We can not be responsible for the safety or confidentiality of your information if you email us. Thank you. Klenk Law
Resources
- Overview
- Estate Planning Questionnaires
- PA Register of Wills Locations
- NJ Surrogates Office Locations
Peter Klenk is the founding member of Klenk Law, a seven attorney boutique estate planning law firm. We serve clients in Pennsylvania, New Jersey, New York, Minnesota and Florida. Peter Klenk received his Masters in Taxation LL.M. from NYU Law School and his J.D. from the University of Minnesota Law School. He served his country in the Navy JAGC during Desert Storm. Easy to talk to, feel free to call Peter for an appointment. We will make the process as easy as possible!
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Client Review
"I worked for Peter Klenk for 4 wonderful years. I can’t speak highly enough of everyone at the firm. Everyone truly cares about their clients and has a strong sense of responsibility to get things done right. I would highly recommend Klenk Law!"
Flora Novick
Areas Served:
Philadelphia PA, Allentown PA, King of Prussia PA, Montgomery County PA, Bucks County PA, Doylestown PA, Jenkintown PA, Marlton NJ, Moorestown NJWhat Our clients are saying
Jim Yannessa
A very friendly knowledgeable experience. I would recommend and use them again.
Stephanie Sesker
We were extremely pleased with the work done by Peter Klenk and members of the staff at Klenk Law. They were very thorough and did the work in a timely fashion. Peter's explanations of the legal system were very clear and helpful. I highly recommend this firm and Peter.
Jeff Bretz
Both Melissa and I thank Jackie and Daniella, and your firm for excellence in the handling of Mary's estate!!!
We look forward to working with you in the future on other family estate matters.
Chris Mogee
Peter and his team are great to work with. They make estate planning so easy and painless. They answered all of my questions clearly and helped me understand the best way to handle complicated finances and things like real estate investments. Thank you Klenk Law!!
Walker Vreeland
Peter Klenk was a joy to work with. He made sure I understood every element of the process of estate planning and his firm made the process seemless and uncomplicated. Very grateful!
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