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Are you interested in hearing more, fill out the contact form below and we will contact you to set up an appointment!

During our first meeting, I will examine your estate planning goals and discuss strategies to achieve these objectives.  To ensure that your consultation is meaningful, please complete the downloadable Estate Planning Design Worksheet. (for Single People, for Married Couples)  Part I asks for your personal information.  Part II asks for information about your assets and liabilities.  Please complete Parts I and II of the worksheet in as much detail as possible, and send it to me before the scheduled meeting.  If you are not sure about exact figures or information, your best estimate is sufficient for our initial consultation.

Parts I and II provide a comprehensive picture of your personal and financial situation.  Without this critical information, my ability to advise you is severely compromised.  If I receive this information ahead of time, we will be able to focus more of our consultation time on your substantive questions and concerns.

Part III of the worksheet is the design information.  We will fill out this part of the worksheet as we design your estate plan, but I have included Part III to give you an idea of the topics we will be discussing as we design your estate plan.

You have already taken the first step toward achieving your personal estate planning goals.  Now, make the most of your consultation by returning your completed Estate Planning Design Worksheet.  We believe your decision to investigate your estate planning options shows you are serious about protecting yourself and your loved ones.  We look forward to meeting with you.

Client intake
  • First Name*:  

  • Last Name*:  

  • Spouse's Name:  

  • Address Line 1:  

  • Address Line 2:  

  • City:  

  • County:  

  • State:  

  • Zip:  

  • Phone Number*:  

  • Email address*:  

  • Number of Children:  

  • Number of Grandchildren:  

  • Do you have a trust?:  

  • Marital Status:  

  • Estate Planning Objectives:  

  • How did you hear about our practice:  


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