Get Your Legal and Financial House in Order

The Estate Planning Worksheet is designed to help you focus on the important information and questions that are necessary
to get your legal and financial house in order.

We ask you to fill it out and return it to us in advance of our appointment so that we can have the most productive time together.

  1. Print the Estate Planning Worksheet.
  2. Fill in as much information as you can.
  3. Make an appointment with us to discuss your plan.
  4. Return the Estate Planning Worksheet to us at least 3 days in advance of your appointment

Download estate planning packet here

Download The Estate Planning Worksheet

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