New Client Profile

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Congratulations on scheduling your estate planning meeting!

To make your initial meeting meaningful and comprehensive, we ask that you to complete the three forms listed below. The Client Profile is a very short questionnaire about you. The Financial Inventory is an accounting of your assets, debt, and insurance. The People in Your Plan allows you to begin considering the people you would like to designate to serve in your estate plan.

We found this to be the most efficient way to begin discussing the planning process. We look forward to seeing you soon!

1) Client Profile
form

Complete our brief family profile questionnaire, and discuss your initial estate planning goals.

2) Financial Inventory
Finance

Complete the simple financial inventory form to list your assets, liabilities, and insurance.

3) The People in Your Planfiduciary

Begin to consider the people you would like to designate to serve in your estate plan.