Consultation

What should I bring to the first meeting?

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It is helpful (but not necessary) if you bring the following items to the initial meeting or mail them to the law office prior to the initial meeting:


You may download any of these pdf documents to assist you in deciding the goals for your own personal estate plan. You will need Adobe Acrobat Reader to view them.

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Worksheet for Individuals


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Worksheet for Married Couples


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Worksheet for Domestic Partners


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Do I need a Trust?


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Do I need Estate Planning?


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Do I need a Will?