Catholic Foundation for Brooklyn and QueensEstate Attorney Referral List Questionnaire

Catholic Foundation for Brooklyn and Queens

Estate Attorney Referral List Questionnaire

Thank you for expressing interest in joining the list of referred estate attorneys organized by Catholic Foundation for Brooklyn and Queens (CFBQ) for the parishes, schools and affiliated organizations of the Diocese of Brooklyn.

We ask that you complete this questionnaire to provide us with basic information regarding your practice. After your answers have been reviewed, you will receive notification on whether your firm has been added to the referral list.

Full Name

Office Address

Phone Number

Phone

Email Address

Year of Graduation

Year of Admission

NYS Courts Attorney Registration Number

Other State Admissions

Are you current with your CLE requirements?

Yes

Memberships in Professional Organizations?

How many years has the practice been active?

Is the primary focus of your firm estate planning? If not, does the firm have a dedicated department for estate planning?

Parishioners across our Brooklyn and Queens communities come from a multitude of different backgrounds and in many cases feel most comfortable communicating in their native language. What languages do you support?

Do You Have an office based in Brooklyn or Queens?

List of local office locations:

Do you conduct home or off-site visits?

Do you have staff that is available and capable of presenting estate planning workshops at parish locations upon request?

Do you offer free initial consultations?

When permitted by the client, will you notify CFBQ and/or our affiliated organizations when an individual leaves us in their estate plans?

What is your fee structure? Do you provide a sliding scale? Can you provide a range for will preparation, trust preparation, estate planning, and other estate services, etc.?

Current Firm Website

Send me a copy of my responses

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