Tools
for Clients
CLIENT
QUESTIONNAIRE
If
you are ready to get started, download the appropriate client questionnaire
below and begin
to gather the requested information. Kindly submit the completed form to me in
advance of our initial consultation.
Individual
- Client Profile
Couple - Client Profile
The
Client Questionnaires are in PDF format, for which
you will need the Adobe Reader or Acrobat. The Adobe Reader can be downloaded for free by
clicking the button below.
PET
TRUSTS: CALCULATING CARETAKER FUNDS
This
is an Excel spreadsheet designed to assist clients in calculating the amount
of funds to set aside for the care of an animal companion in the event of the
client's incapacity or death.
HOW
TO SELECT AN ESTATE PLANNING ATTORNEY
If
you are wondering how to know who to trust with your estate planning, here is
a list of questions to consider when evaluating an attorney to assist you.
HOW
TO SELECT THE GUARDIAN FOR YOUR MINOR CHILDREN
Choosing
the right guardian to raise your minor children if you are unable can be one
of the most difficult decisions to make when planning your estate. Here's some
practical steps to take if you're unsure where to start.
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