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PREPARING FOR FIRST VISIT

For the first visit concerning developing your estate plan we only need YOU and what is in your head.  Any other information will be collected after the appointment (see Info & Guides, Information Requested).

If you feel compelled to prepare for the appointment, first, prepare a short asset and liabilities summary with estimated values; then, if this energy remains, work with the forms in Info and Guides entitled: Confidential Client, Questionnaire, Your Decisions and, last, Financial Summary.

Directions to Office are found in the Introduction section.

Copyright © 2003 Law Office of J.R. Hastings
Last modified: 01/25/04