Scott Accounting and Tax FirmScott Accounting & Tax Firm LLC
New Client Inquiry
New Client Inquiry Call us

Virtual service in all 50 states

Personal tax, business tax and bookkeeping support, wherever you are in the U.S.

Send us a question Explore nationwide services
Open 7 days a weekBridgeport, CT office · Appointments recommendedCall (855) 774-6232

Personal tax • Planning coordination

Questions about a will or trust?

Tell us what you are trying to organize. We can help identify the tax and accounting information that may be useful to discuss with your estate planning attorney, whether you are starting fresh or reviewing existing documents.

Start the questionnaire →Call (855) 774-6232

How this works

A useful starting point for your team.

We review your high-level request and contact you about the next step and any accounting or tax work our firm can provide. If legal drafting, interpretation, or review is needed, consult an estate planning attorney licensed in the relevant state. With your direction, we can coordinate tax and financial records with your attorney.

  1. 01Share broad goals and timing in the questionnaire.
  2. 02We review the request and confirm whether we can help with tax or accounting coordination.
  3. 03Any professional scope and fee are discussed before work begins.

Wills & trusts questionnaire

Tell us what you need to coordinate.

Share your general goals, family and property categories, people you may want to provide for, and decision makers you have considered. Choose “not sure” where appropriate.

Keep identifying details for a secure follow-up. An attorney may later need full names and relationships, an asset and debt inventory with approximate values and ownership, beneficiary designations, prior legal documents, and relevant tax records. Do not enter those details or upload documents in this public form.
Legal documents: This questionnaire is for intake and tax or accounting coordination. It does not cover every situation, is not legal advice or a will or trust, and is not a request for this firm to draft or review legal instruments. An estate planning attorney should confirm the information needed for your circumstances and prepare or review the legal documents. Submitting this form does not create a professional relationship.

Will & trust preparation questionnaire

These questions organize the first conversation. Choose “not sure” when you need an attorney to explain the options; final legal instructions and identifying details are gathered separately.

Family and household

Only broad categories are needed here. An attorney can collect exact names and relationships through a secure process.

Property and obligations

Select categories, without names, addresses, account numbers, or dollar amounts. Ownership and beneficiary designations can affect what passes outside a will.

Wishes and decision makers

These are discussion topics, not binding instructions. Do not identify beneficiaries or proposed decision makers by name here.

What would you like the plan to address? (select all that apply)

Who or what would you like to provide for? (select all that apply)

Existing documents and tax coordination

An attorney may need to review earlier documents, beneficiary designations, property titles, and agreements. Indicate what exists, but do not upload or paste it here.

Other agreements that may affect a plan (optional)

Tax or accounting topics (optional)

Protect your information: Do not enter Social Security numbers, birth dates, bank or account numbers, asset values, beneficiary names, health information, passwords, or upload legal documents through this form.

Prince Scott Notary

Need a document notarized?

Visit Prince Scott Notary for notary service information and appointment inquiries.

Visit Prince Scott Notary ↗