Estate Planning Worksheets

Because we know your time is valuable, we’ve arranged to make it as easy as possible to get started. Once your consultation is set, we will send you a new client package by mail, which we ask you to fill out and return to us at least three days in advance of your consultation. Included in this package will be one of the following client worksheets. This information will give us an important general overview of your current assets and estate planning. We’ll review this before your meeting, so none of our face-to-face time is wasted. That way, every minute you spend with us will be focused on meeting your estate planning needs.

Married Estate Planning Worksheet