Estate Planning Worksheet


This Estate Planning Worksheet is for your reference only. Once you approve the shutterstock_424916446Agreement for Initial Consultation we will set up a secure client portal for you. You will be able to fill out the Estate Planning Worksheet in that portal prior to our meeting.

This information will enable us to consider all relevant factors and give you correct legal advice. It will also allow us to ask targeted questions, focus on your concerns, quickly spot legal issues and have a productive first meeting.