Thank you for scheduling a consultation! I look forward to meeting with you to develop the best estate plan for you and your family. To that end, you will need to complete the information in this packet and send it to my office at least three days before our meeting. If you need assistance completing the packet, do not hesitate to call. Don't worry about total accuracy - just do the best you can. Remember, all information provided by you is strictly confidential and protected by the attorney-client privilege.
Click here to download and print the information packet. for married couples
Click here to download and print the information packet for a single individual