API Client Questionnaire

If you have possessions, you have an estate. Their orderly care during your lifetime represents financial management. Their disposition after your lifetime is called estate settlement. Deciding in advance how this will be done is known as estate planning.

Estate Planning is that simple.

In order to better serve our clientele, we want to know what is most important to you in protecting your business, assets and family.

Thank you for taking the time to give us your invaluable insights.

I. Survey Participant

First Name

Phone

Last Name

Email

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II. Estate Planning

Please rate your opinion of the following statements using the scale below:
1. Strongly disagree 2. Disagree 3. Neither agree nor disagree 4. Agree 5. Strongly agree

Please rate the level of importance from Low, Medium to High.

The next section is multiple choice. The answers will be given on the submission confirmation page.

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III. Professional Assistance

Thank you again for participating in our client survey. Your coupon code and other rewards are located on our submission confirmation page.

Please hit the submit button below to advance to the next page.

Submit

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Copyright © 2025 API Law and its parent, subsidiaries, affiliates, and agents (collectively, “API.Law”, "we", "our", or "us"), is a full-service licensed law firm. All rights reserved. API Law is a full-service law firm. The information on this website is for general information purposes only. Nothing on this website should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. A formal attorney-client relationship is created when an engagement letter is signed.

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API Client Questionnaire

I. Survey Participant