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
What Our clients are saying
Tom Mettinger Sr.
Integrity, exceeding the client's expectations. In-depth knowledge of the law
Darryl J.
Answered my question quickly and referred me to a colleague that could handle my problem
Ellen G.
I have had Peter Klenk prepare and revise my will. Always professional, knowledgeable and offers great advice. Highly recommend
Mr. Klenk has been easy to work with. I am confident he has given me good advice whenever I have called upon him. He has shown good work ethic and depth of knowledge in preparation of estate, wills, and trusts that I have worked with him on.
AJK
Peter has done our family's trust and estate work since our children were born. He is not only extremely knowledgeable and honest but makes sure that our arrangements remain current with the changing legal landscape. I would give him my highest recommendation as a professional in his field.
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