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
Dustin Ward
Jackie was fantastic! She helped prepare our will, her professionalism and organization was top notch! We highly recommend Jackie and Klenk Law.
Jacob Lenton
Jackie M. at Klenk Law is dynamite.!! She is certainly an asset to this firm. Knowledgeable, personable, and dedicated to her craft.
Tina Krovetz
Fantastically easy and efficient team to work with getting our wills done. We will use Klenk again in the years to come. I highly recommend Peter Klenk.
Maureen O'Ryan
Peter Klenk was great at explaining complicated issues and making them understandable. He and his team were extremely efficient and I highly recommend them for the creation of wills and trusts.
Var IAMPhilly
Overall I great experience with Daniella and the rest of her team to work with me for my fathers estate. Never was an issue that couldn’t be fixed. I highly recommend klenk Law firm.
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