Our team's mission is to empower our clients to tax-efficiently protect and preserve assets, reduce family conflict, and maximize government benefits.

Schedule a FREE consultation right now to find out whether we are the right law firm for you.

Call 210-530-4278 / 512-766-3782 or email lori@marquardtlawfirm.com

Newsletter Sign-Up!

Sign up and receive a FREE copy of our E-Checklist:

"Is your estate plan, will, or trust sufficient or deficient?"

Questionnaire

Legal answers and advice are a serious matter. Because of this, there is information we need from you in order to properly advise you. Please choose the link below corresponding to the legal problems or questions that concern you. The information requested in each form is essential for us to know in order to properly tailor your estate plan to your own unique situation. The information you provide will be held strictly confidential.

Please complete the form to the best of your ability. Take your time, and if you have any questions, please call us. Remember, the more complete the form, the easier it will be for us to work together on your estate plan.

When you have completed the form, please return it by e-mailing it to lori@marquardtlawfirm.com, faxing it to 210-247-9396, or mailing it to 15600 San Pedro, Suite 100, San Antonio, Texas 78232. Once we receive your information form, if we have not already scheduled a date for our initial meeting, my assistant will call you to schedule a convenient time. I will review the information you have provided prior to our meeting.

To fill out the questionnaire online please choose from the following:

Business Client Questionnaire - This form is for those individuals who are interested in a consultation to discuss getting help with establishing a business.

Elder Law, Medicaid, or Veteran's Benefits Client Questionnaire - This form is for those individuals who are interested in a consultation to discuss government benefits like Veterans Aid & Attendance and Nursing Home Medicaid to help pay the high cost of long-term home care, assisted living, memory care, and nursing home care.

Estate Planning Client Questionnaire - This form is for those individuals who are interested in a consultation to discuss getting an Estate Plan.

Guardianship Client Questionnaire

Probate Client Questionnaire

Want to download and print the questionnaire instead? Please choose from the following:

Business Client Questionnaire - This form is for those individuals who are interested in a consultation to discuss getting help with establishing a business.

Elder Law, Medicaid, or Veteran's Benefits Client Questionnaire - This form is for those individuals who are interested in a consultation to discuss government benefits like Veterans Aid & Attendance and Nursing Home Medicaid to help pay the high cost of long-term home care, assisted living, memory care, and nursing home care.

Estate Planning Client Questionnaire - This form is for those individuals who are interested in a consultation to discuss getting an Estate Plan.

Guardianship Client Questionnaire

Probate Client Questionnaire