Post Execution Survey

We are pleased to conclude this stage of your estate planning. Our representation of you for the agreed upon retained work is now complete. At your request, we would be honored to undertake your future representation and we look forward to receiving that opportunity. In the meantime, and, in order to better serve you at that time, we ask that you complete the following survey. Although we are extremely gratified to annually receive Martindale-Hubbell’s highest peer review as practicing attorneys, it is your satisfaction that we most value.

1. Following the initial meeting in person or by phone, and each of the consecutive meetings, what expectations did you have for the services we would provide you?

To date, are we fulfilling or exceeding these expectations?

yesno

2. Was the initial contact, each follow-up call, and scheduling completed in a timely manner and to your highest satisfaction?

(1 indicating least satisfied, 5 indicating total satisfaction)
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If you would, please detail any specific comments regarding the individual with whom you worked.

3. Was the initial consultation conference and the strategies delivered complete, clear, and precise?

(1 indicating least satisfied, 5 indicating total satisfaction)
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4. Do you believe that we are demonstrating the highest level of sensitivity to your most delicate family matters?

(1 indicating least satisfied, 5 indicating total satisfaction)
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5. Mindful of the precision and detail required in tax planning and asset protection planning, please indicate whether the content of the documents and clarity of its language were satisfactory.

(1 indicating least satisfied, 5 indicating total satisfaction)
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6. Please comment on whether our review of drafts was helpful in developing a complete understanding of the planning and the documents.

(1 indicating least satisfied, 5 indicating total satisfaction)
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7. If you would, please detail any specific comments regarding the individual with whom you worked.

8. With respect to sensitive family matters, please indicate whether the revisions to the documents and our language style accurately represented your directions.

ACCURACY:
(1 indicating least satisfied, 5 indicating total satisfaction)
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STYLE:
(1 indicating least satisfied, 5 indicating total satisfaction)
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9. Would you consider conveying this information to the individual who referred you to us?

yesno

10. Do you have any constructive recommendations that could assist us in better serving you in the future?

11. Is there one phrase that you believe accurately captures the quality of service and work product that you received to date?

12. Over the next three years, how may we strengthen our relationship with you and continue to meet your needs?

13. Occasionally, a potential client is looking for one quality family to comment on its relationship with us. A positive recommendation by you would certainly have a tremendous impact. If the need arose would you consider speaking on our behalf?

yesno

14. Is there one quality family that you believe could benefit through a relationship with us? Could we ask you make that introduction?

yesno

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Thank you again for the opportunity to serve you and to count you among our family of clients.

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