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  • Home
  • About
  • Practice Areas
    • What We Do
    • Wills, Trusts & Estate Planning
    • Probate & Trust Administration
  • Resources
    • Articles
  • FAQ
  • Contact Us
  • Client Portal
  • Home
  • About
  • Practice Areas
    • What We Do
    • Wills, Trusts & Estate Planning
    • Probate & Trust Administration
  • Resources
    • Articles
  • Contact Us
  • FAQ
  • Client Portal
Mindset Quizmitchineradmin2019-05-17T14:00:14+00:00

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  • Mindset Quiz

  • The first portion of this preliminary questionnaire is an eight-question client mindset quiz.


    Over many years, we have found that clients who possess a certain mindset often realize the most successful planning experience. These clients view their estate plan as more than an exercise that divides their assets into who gets what. Instead, they appreciate the opportunity to set the stage for family harmony, to protect their loved ones from the dangers of losing or squandering their inheritance, and to take advantage of the most up to date legal and tax strategies.


    Choose the response to each of the following eight questions that most closely matches your first, natural response.

  • * Required Field

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  • Are you willing to share your goals and concerns with us?
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  • How do you view your relationship with your legal team?
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  • Are you receptive to your lawyer’s ideas?
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  • How responsive are you to your legal team’s requests for information?
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  • Do you consider estate planning a simple transaction or a useful process?
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  • Do you value interacting with a competent, well-trained estate planning team?
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  • Do you view all attorneys as having roughly the same skills and expertise?
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  • What are your expectations regarding turnaround time and fees?
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  • General Information

  • If you are a couple seeking advice together, or you are completing this Questionnaire for a couple who will be seeking advice together as joint clients, please use ‘Client 1’ (C1) for one client and ‘Client 2’ (C2) for the other client consistently throughout this Questionnaire. Otherwise, use “Client 1” of this Questionnaire as it relates to one person as our client.
  • Prefix
  • Street Address
  • Street Address
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  • What Your Results Mean:

  • If married, include spouse info even if spouse is not seeking our advice.
  • Continue to Complete our Preliminary Client Questionnaire

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  • Preliminary Client Questionnaire

  • This Questionnaire is preliminary to a more comprehensive Client Organizer which may or may not be necessary, depending upon where we go from here. This Preliminary Questionnaire is designed to give us some basic information in order to identify our client(s), to open a file in our office, and to learn a little about our client(s) before and during the initial consultation.


    Please know that all information you provide will be kept confidential unless you authorize its release to others, including any of your other advisors. However, please know that if you are completing this Questionnaire for another person, such as a parent, who will actually be our client instead of you, then all information you share with us must be disclosed to the client.


    Also, if you are a couple and asking us to represent you both, we must and will treat all communications by either of you (including a desire to terminate the joint representation) as common knowledge to be shared among all of us, while maintaining strict confidentiality as to anyone else. Furthermore, it is very important for couples to undertake this process together, unless there is some reason for separate planning. So, if we will be working for you as a couple, both of you must attend the initial conference together.

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  • Are you willing to share your goals and concerns with us?
Save and Continue Later
  • How do you view your relationship with your legal team?
Save and Continue Later
  • Are you receptive to your lawyer’s ideas?
Save and Continue Later
  • How responsive are you to your legal team’s requests for information?
Save and Continue Later
  • Do you consider estate planning a simple transaction or a useful process?
Save and Continue Later
  • Do you value interacting with a competent, well-trained estate planning team?
Save and Continue Later
  • Do you view all attorneys as having roughly the same skills and expertise?
Save and Continue Later
  • What are your expectations regarding turnaround time and fees?
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  • Prefix
  • Street Address
  • Street Address
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  • Part 3: Specific Information

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  • Prefix
  • Street Address
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  • Part 4: Expectations

  • Estate planning is not just about tools, taxes, Wills and Trusts. It’s also about feelings, family, priorities, and faith (whatever they may be). Your thoughtful answers here will help us help you experience a process that is truly personal…giving you genuine peace of mind about your plan.
  • What do you wish to discuss at your initial consultation?
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  • Part 5: Existing Documentation

  • Please furnish originals or complete, legible copies of the documents listed below (if applicable).
  • This field is for validation purposes and should be left unchanged.
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This website has been prepared by the Mitchiner & Small, PLLC for informational purposes only and does not constitute legal advice. The information is not provided in the course of an attorney-client relationship and is not intended to substitute for legal advice from an attorney licensed in your jurisdiction.

The information contained in this website is provided only as general information, which may or may not reflect the most current legal developments. This website occasionally contains links to other web pages. The inclusion of such links, however, does not constitute referrals or endorsements of the linked entities. Mitchiner & Small, PLLC specifically disclaims any responsibility for positions taken by users in their individual cases or for any misunderstanding on the part of users of this website or any linked websites.

The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before making your decision ask us to send you free written information about the qualifications and experience of our attorneys. Note that our firm does not intend to treat such correspondence as confidential nor should any confidential information be disclosed through this website. Any information provided through this website could be used in the future against the contributor.

© Mitchiner & Small, PLLC | 805 Spring Forest Road, Suite 100, Raleigh, NC 27609-9196.

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