Estate planning worksheet with reading glasses set on the document

ESTATE PLANNING CHECKLIST

Our goal is to make the process of preparing your will, trust and necessary supporting documents as painless and straight-forward as possible.

In anticipation of our meeting, please assemble the following checklist items. Be assured that whatever information you provide us is privileged and does not go beyond the four walls of our office. Please disregard any item that does not apply to you.