Client Questionnaire

Here is a fill-able pdf client questionnaire that helps prepare your documents. Please fill it out and bring it with you to our initial meeting or send it to us by e-mail attachment. This at present will work in internet explorer 11, which is shipped with windows 10, but not Microsoft edge. It will also work with Safari for windows. ["Other Browsers","Hide Text"]

To get it to work in Mozilla Firefox you need to go to the menu choose “Options” and then “Applications”. In the “Applications” window you need to scroll down to “PORTABLE DOCUMENT FORMAT” on the right and choose Adobe reader on the left as the default.  In Chrome you need to go to “Chrome://plugins” write this in where you normally write a search or a web address and then disable the Chrome pdf viewer. The browser then defaults to Adobe reader.

If your having trouble save the form to your desktop and open it with adobe reader. You should be able to fill it in and use the mailto button at the top of the page. Please do not hesitate to call us if you have any questions. Be aware that you may need to update adobe reader to get a fill-able form. Below is a link to install the newest version of adobe reader. There is also a link to a glossary which defines the various agents for your documents.

CLIENT QUESTIONNAIRE

GLOSSARY

Get Adobe Reader

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