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 Jennifer@trustsyourway.com for the current form.
Please note all the questions contained in this booklet may not apply to you.