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Forms / Questionnaire

We have developed some short forms and questionnaires to help us understand your needs. 

CLIENT QUESTIONNAIRE (for initial meeting)

Client Worksheet (Full Form)
Please provide us with basic information about yourself, your contact info, children, assets, who will serve as guardian, medical agent, and other important information.  Please answer as best you can. The information is essential for framing the issues that might be discussed at the initial meeting.
 
 
Please complete the client form and bring with you to your appointment. All information provided is strictly confidential.  Terry may ask for additional information about your assets.

Client Goals and Objectives
As you assess your estate planning needs, feel free to take a look at the sample list of 20 client goals.  For example, do you want to plan for incapacity or disability, do you want to give a donation to a church, or do you want to protect your children's inheritance.

Document Organizer
This is a 3-page checklist that can help you organize your important documents. It will also help your personal representative at a later date. Please keep it in a safe, secure location and let someone you trust know where it is located.

In Case of Emergency
A one-page quick reference list of your emergency contacts, doctor's information, lawyer, etc.

Physicians Statement




Maryland Attorney Terry Douglas serves residents from Annapolis, Arnold, Broadneck, Crofton, Crownsville, Davidsonville, Edgewater, Ft. Meade, Gambrills, Glen Burnie, Highland Beach, Hillsmere Shores, Millersville, Odenton, Parole, Riva, Severna Park, Shadyside, and surrounding Maryland communities. Attorney Terry Douglas assists clients with Maryland legal services throughout Anne Arundel County, Maryland.



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1906 Towne Centre Blvd., Suite 265, Annapolis, MD 21401
| Phone: (410) 721-4569

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