Preparing for your appointment

In order to ensure our first meeting is as productive as possible, you will find it useful to prepare some materials beforehand.

What to prepare

The following checklists and forms will help you to gather your thoughts, bring up important questions and prepare for your first consultation with us.

Note: We will be adding more documents to this area soon.

Download the following helpful documents.

Will and Estate Planning Worksheet for Couples

Will and Estate Planning Worksheet for Individuals