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 firstname.lastname@example.org or 1-800-459-41867.
Viewing and printing our Portable Document Format (PDF) files requires that you obtain and install the free Adobe Reader program. We recommend that you install the latest version of Adobe Reader, which can be downloaded directly from Adobe.