When you call or email us to set up an appointment (in person, by telephone or video conference), we will schedule an appointment for you, explain our process, send you a questionnaire and/or list of documents to bring to your initial meeting, and provide you with driving directions to our Medfield offices.
We ask all of our Estate Planning clients to complete a Questionnaire before our initial meeting so that the meeting is informative and productive. The questionnaire can be completed on your computer using the fillable form or by hand. Click on the link to download the form, fill in the information, and save and/or print. After you have completed the questionnaire, please either fax it to (508) 429-7141 or email to Lindsay@DupuyLawGroup.com
Understanding a little bit about the duties and responsibilities of these positions may help you to decide who is best suited to serve in these roles. This form may be useful to get you started to think about the people you are considering naming.
DLG Agents-and-Fiduciaries-Client-Handout (pdf)
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