Getting Started

Getting started with your estate plan is easy. At our initial consultation we'll complete and review your confidential Estate Planning Questionnaire. This informal fact-gathering tool is integral to my gathering the information I need to develop and implement an appropriate estate plan. From there we will discuss your objectives and then work together to devise an estate planning portfolio that accomplishes those needs.

Estate Planning Portfolio Questionnaire.pdf (for individual estate planning)
Succession Checklist.pdf (for estate settlement of deceased)
Business Planning Questionnaire.pdf (for businesses)

Thank you for choosing me to help you accomplish this important task.

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