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Client Forms

I am happy to provide a complimentary meeting to discuss your estate planning needs. However, in exchange for: (1) evaluating your situation; (2) reviewing your tax and financial information; and (3) meeting with me, I require you to fill out this “Confidential Personal Information and Design” booklet in advance along with the other requested information/materials.  You may fill this booklet out and return it.  Please note all the questions contained in this booklet may not apply to you.