PREPARING FOR FIRST VISIT

Forms to Download
& Prepare:

Questionnaire:
Confidential Client (pdf)
Questionnaire:
Children, Other Relatives & Pets (pdf)
Questionnaire:
In depth questionnaire about Executors, Trustees, ... (pdf)
Questionnaire:
Distribution of Property on Death (pdf)
Personal Checklist (pdf)
Key Advisors (pdf)
Document Storage (pdf)

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.

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 listed to the right.

Click for Directions to Office.

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