The following Estate Planning Questionnaire is designed to assist us in your Wealth Preservation Planning™. To insure your privacy, please print or download the Questionnaire, fill it out as completely as possible and mail to David F. James at the address listed on the cover page. Mr. James will provide a half-hour consultation, free of charge, in which he will discuss with you methods to preserve your wealth, avoid probate and guardianship, to diminish or eliminate estate taxes and to assure that your property passes as you desire.

The information herein provided to JAMES, POTTS & WULFERS, INC., is submitted for the purpose of facilitating the rendition of professional legal services. The following information is protected from disclosure pursuant to the provisions of Okla. Stat. tit. 12, § 2502 (1991) and Rule 1.6 of the Rules of Professional Conduct as adopted by the Supreme Court of the State of Oklahoma

Click Here to Print Form

The information you obtain at this site is not, nor is it intended to be, legal advice.
You should consult an attorney for individual advice regarding your own situation.

Copyright ©1999 by James, Potts & Wulfers, Inc.. All rights reserved.
You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include the above copyright notice.

This website is maintained by David Potts, Tulsa, OK.