Estate Planning

If you click the link below, you will see our sheet: Steps in the Estate Planning Process.
Steps in the Estate Planning Process (PDF)

The first step is to call us and request our Estate Planning Packet, which contains:

  1. Our Estate Planning Concepts sheet, which discusses the various estate planning techniques.
    Estate Planning Concepts (PDF)
  2. Our fee schedule for basic estate planning documents. (Please call to request a copy.)
  3. A sheet which covers the types of information to gather for our meeting.
    Information to Bring to Meeting (PDF)
  4. Our estate planning questionnaire requesting financial information to give us an idea of your current assets and how they are titled.
    Asset Questionnaire (PDF)
  5. A form which requests information such as who you would like to name as fiduciaries under your documents.
    Document Information Questionnaire (PDF)

Please complete these 2 questionnaires and bring them with you to your initial client conference.