An Estate Planning Workbook is available by clicking the link below. Please complete the applicable pages and either mail or email to me. This information helps my staff and I prepare for the initial meeting with you. Allowing us to review this information prior to our first meeting allows us to more efficiently address your needs and assist you in designing an individualized estate plan. Please do not be overwhelmed with the volume of information requested. We do not want this Workbook to delay your making an appointment. If you are more comfortable discussing the issues and providing the information during our initial consultation, we are more than happy to accommodate you.

Estate Planning Workbook