Newsletter/Office Evaluation
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Do you receive this newsletter on a regular basis? *
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If no, when do you recall last receiving the newsletter?
Is the address on this newsletter accurate? *
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If not, please indicate your correct mailing address or where you would like the newsletters to be sent.
Do you wish to continue receiving the Buxton Bulletin? *
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Do you wish to receive other periodic publications from our law firm? *
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Would you prefer to receive your newsletter via e-mail? *
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If yes, your preferred e-mail address:
Select the item you recall being of most interest to you.
Chip’s Tips
Office Manager’s Letters
Tax Articles
Financial Planning Articles
Mary Buxton’s Column
Other
Which article or item do you find least helpful:
What improvements do you feel would be appropriate?
More articles on advanced estate planning
More articles on financial planning
More articles on retirement planning
More frequent newsletters
More non legal articles
Other
Are you currently a client of TrustBuilders Law Group? *
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If no, please indicate:
I am a financial planner
I am a seminar participant
I am a former client
Other
If you are now or have been a client, have you been receiving reminders for your annual trust review appointments? *
Yes
No
Which office did you use?
Yorktown
Urbanna
When did you last meet with us?
Within the last 24 months
Within the last 12 months
I do not remember
Would you be interested in an annual maintenance service for your estate plan, where we would automatically review changes in your family or estate and advise you of any modifications or changes that may be necessary to keep your plan up to date?
Yes
No
Please tell our office what you feel would be a reasonable fee for an annual maintenance service contract.
Would you prefer an annual review to be conducted via telephone?
Yes
No
Please grade the overall quality of services provided to you by our firm, one (1) being very poor and five (5) being outstanding.
A. Estate planning documents:
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2
3
4
5
B. Attorney explanation of estate planning documents
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2
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4
5
C. Turn around time in completing your estate plan
1
2
3
4
5
D. Paralegal assistance
1
2
3
4
5
E. Treatment by the office staff
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2
3
4
5
F. Office appearance
1
2
3
4
5
G. Telephone etiquette
1
2
3
4
5
H. Overall opinion of the firm
1
2
3
4
5
I. Legal fees
1
2
3
4
5
J. Financial/Investment planning advice
1
2
3
4
5
K. Location
1
1
3
4
5
L. Likelihood of using the firm in the future
1
2
3
4
5
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