Client Forms

Long Term Care Planning Questionnaire
The Long Term Care Planning Questionnaire is used when you are over the age of 65.

Estate Planning Questionnaire

The Estate Planning Questionnaire is used when you are under the age of 65.

Each Questionnaire is a fillable PDF designed for your convenience. You're able to upload it onto your computer and fill it out directly from there. When you're finished filling out your data form please send it to kristine.t@weatherby-associates.com.

If you have any questions as to which questionnaire you should be using please call Weatherby & Associates, PC at 860-769-6938.