The first form that you should complete is your client information sheet and Credit Card sheet. This will allow you to provide us with all the essential information that we need in order to get the ball rolling on any service you need help with.
• Current wills, estate planning documents, powers of attorney
• Copy of deeds, mortgages, real estate documents
• Promissory notes or contracts
These are just a few of the things you will find on the "What Should I Bring to the Next Meeting?" form. Be sure to review the whole document.
If you need help filling out the forms, our friendly staff are standing by.
Enjoy over 27 years of experience with a special focus in elder law. Be sure you are getting the attention you deserve.
Call or stop in today!
When you have made your appointment, fill out the proper forms before you go.