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 booklet in advance along with the other requested information/materials.

Email for the current form.

Please note all the questions contained in this booklet may not apply to you.

Office Location: 2655 First Street, Suite 250 | Simi Valley, CA 93065 | Phone: (805) 915-4760 | Fax: (866) 316-1170
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