1. For estate planning: To start the estate planning process, or to arrange for a review of your existing estate planning documents:

  1. Please call Mike’s office for an appointment.
  2. Complete a confidential estate planning questionnaire and return it to Mike, so he will have information about you, your family, and your assets.

Click on one of the following:
(1)  Confidential Questionnaire for a Single Person.
(2)  Confidential Questionnaire for a Married Couple.
(3)  Confidential Questionnaire for Domestic Partners.

Important Note: the use of a questionnaire form to communicate with attorney Michael V. Vollmer does not create an attorney-client relationship.

2. For post-death trust administration:

  1. Please call Mike’s office for an appointment. Mike will then email (or U.S. mail) you an overview of actions required upon the death of a trustor, with a calendar of due dates for action.
  2. If available, please bring with you a death certificate, list of assets (with estimated values), estimated debts and mortgages, and a notation of how title is held to assets.

3. For probate administration:

  1. Please call Mike’s office for an appointment.
  2. If available, please bring with you a death certificate; the decedent’s original Will; a list of assets (with estimated values); a list of estimated debts and mortgages owed; and a notation of how title is held to assets.

4. For other matters:

  1. Please call Mike and discuss the nature of the matter (to assure that Mike is the proper person to contact), and for an appointment.