Estate Planning Questionnaire — Seck & Associates

Initial Client Questionnaire

Please fill out the following information, so we have a better understanding of your business. This information assists us to draft your company’s the formation documents specifically, the articles of organization, the operating agreement and obtaining a federal tax identification number.

Prospect Client Name

First Name

Last Name

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone Number

(###)

###

####

Email

Company Name (if applicable)

State of Formation (if applicable)

Business of Company

Please provide the general business of the Company as well as the anticipated products or services to be sold.

Company Address

If the Company address is not within the state of formation, you will need a registered agent for the formation state.

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Company Website

http://

Anticipated Number of Employees in Next 12 Months (if applicable)

Questions/Comments/Additional Info