Estate Planning - New Client Questionnaire (Pre-Consult)
Effective 7/13/2022
Attached for reference is the Intake Questionnaire that may be sent to PNCs pre-consultation. Upon request, Client Services Coordinators can send this questionnaire via XpressDox. The email has a brief message that provides instructions, outlines what to expect at the consultation, and a short list of documents that would be helpful for the attorney where applicable.
PNC completes and submits the questionnaire electronically. This process is entirely paperless. Once the questionnaire is submitted via XpressDox, it lands in a shared inbox
EPIntakes@gravislaw.com. All attorneys that practice EP and their delegated support teams all have access to this inbox. Note that PNCs do not have a deadline to submit the questionnaire, some may not complete the questionnaire and others may not do it at all.
Please send any suggestions regarding the questionnaire to Randi Johnson