Estate Planning of SC, LLC

Client Worksheet

In order to be best prepared for our initial meeting, we require our clients to complete some information about their family and their assets.  In many circumstances, it is not the total value of your estate that informs the estate plan, but the types of assets that you own.  Please email or fax the completed worksheet to us at or 1-800-459-41867. 

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Estate Planning Worksheet - Married
   Estate Planning Worksheet - Single
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