Client Worksheet

Please complete a Client Worksheet to start the estate planning process.  The worksheet allows us to assess your estate planning needs, and to prepare for our conference with you.  Follow these steps to complete the worksheet:

Step 1:   Download the latest version of Adobe Reader that is available for your type of computer.  The software is free.  Click the icon below to be directed to the official Adobe Reader web site.  Skip this step if you already have software to open PDF files.

Step 2:  Select the icon below to open the Client Worksheet.   Complete as much of worksheet as you can.  Skip any questions that you do not know how to answer.  Do not include any personal identification numbers.  This information is not necessary to complete your estate plan.  

Step 3:  Submit the worksheet to our office.  Instructions to submit the worksheet are at the end of the form.  We will contact you to schedule an appointment upon receipt of the worksheet.  There is no charge to submit a worksheet, and you may decide not to complete an estate plan once it is submitted.  

Please call our office if you need assistance.