Estate Planning. Our firm will assist you through the entire estate planning process in a thoughtful and compassionate manner. We understand the importance of this process to both you and your family. The scope of our services includes all aspects of estate planning, including revocable living trusts, wills, powers of attorney, and California Advance Health Care Directives.

Probate and Estate Administration. Attorney Bradley S. Erdosi is experienced in guiding clients through both simple and complex probate and estate administrations. We will make it as easy as possible on you and guide you step-by-step throughout the process to ensure that it is done correctly and efficiently.


CLIENT QUESTIONNAIRES

Completion of the the client questionnaire is the first step in the estate planning process.

 

To better serve you please complete the appropriate questionnaire. You may access the appropriate questionnaire by clicking on one of the links below.

 

 

Questionnaire for Individuals

 

 

Questionnaire for Couples

 

 

Please note that all information provided in the questionnaire is completely confidential. We take client confidentiality very seriously.

 

Please contact an estate planning and probate attorney in our Orange County office for more detailed information or a free individualized consultation.