The following documents will help prepare you for your initial estate planning consultation. To save any of the documents to your computer, right click and choose “Save Link As…”
Use these worksheets to gather all of your important personal and financial information prior to your initial estate planning consultation. The estate planning attorney you meet with will take this information into consideration when determining what the best estate plan is for you and your family. All information that you provide to us will remain confidential.
If you have any questions completing these documents, please feel free to email us at [email protected].