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:
- Our Estate Planning Concepts sheet, which discusses the various estate planning techniques.
Estate Planning Concepts (PDF)
- Our fee schedule for basic estate planning documents. (Please call to request a copy.)
- A sheet which covers the types of information to gather for our meeting.
Information to Bring to Meeting (PDF)
- Our estate planning questionnaire requesting financial information to give us an idea of your current assets and how they are titled.
Asset Questionnaire (PDF)
- 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.