Once we have scheduled an appointment to discuss your estate planning needs, we will ask you to think about and complete our Client Preparation form. Completing this form prior to our meeting will allow you to consider and discuss some questions in private. Who would you like to inherit your estate? Who would you appoint to act as a Medical Power of Attorney? And who would you want to act as guardian for young children?
Download and print out this PDF document and we will review it at our first meeting.