HOW TO GET STARTED Download a Worksheet that best describes your personal situation. Our worksheets are divided into 3 parts- personal information, property information and family tree information. Please fill out the most appropriate one, as best you can, and mail, fax or email it back to us, so that we might schedule a complimentary, initial consultation:
- Client Intake Worksheet Domestic Partners
- Client Intake Worksheet Married Couples
- Client Intake Worksheet Single or Widowed Persons
Useful Links
- Educate yourself on all aspects of estate planning at: http://estateplanning.com/
- Learn more about leaving a legacy rich in values and wisdom to your loved ones at:
http://celebrationsoflife.net/ - Learn more about funeral planning at: https://eguides.partnerplusmedia.com/Keefe/