Get Started

A Message from your
Certified Document Services Team

The questionnaires in this section are intended to give you a “head start” on your document preparation endeavors before you have an initial meeting with one of our Representatives.

The primary purpose of these questionnaires are to help you gather information concerning the particular document you're having prepared.

With that in mind, you should try to complete the questionnaire in as much detail as possible. Whatever information you are unable to provide, your Representative will help you understand where you can obtain items from other sources, particularly your other professional advisors. Obviously, the more information you provide to your Representative, the more productive your initial meeting will be. However, you should not feel obligated to complete the questionnaire before meeting with your Representative. It is far more important that you meet with your Representative than it is to complete this questionnaire.

We hope that these questionnaires prove to be helpful to you. If you have any suggestions and/or comments for improving any of the questionnaires, please let us know.  You may contact us by phone at (623) 505-9830 (Vista Wealth Network) or email at  

                             Certified Document Services Team

Questionnaires currently available:

                 Estate Planning Worksheet

Certified Document Services (CDS) prepares legal documents for non-lawyers in their own legal actions. CDS offers no legal advice, recommendations, mediation or counseling under any circumstance. CDS are not Lawyers, are not employed by a Lawyer, cannot give any legal advice and our employees are not acting as your Attorney. CDS can give you general factual information pertaining to legal rights, procedures or options available to you in a legal matter when you are not represented by an attorney. CDS cannot give you specific advice, opinions or recommendations about your legal rights, remedies, defenses, or strategies.