If you are married and have children, please complete this Questionnaire. You may use approximations where necessary. This information is not shared. Once completed, I will contact you within 24-48 hours to schedule a consultation (virtual or telephone conference) that both spouses attend.
I set aside :30 for this meeting to learn about you, go over this information, and provide you with recommendations and the fee for a comprehensive estate plan. There is no cost to you for this consultation.
PLEASE NOTE THAT EACH SPOUSE HAS A SEPARATE PERSONAL INFORMATION SECTION TO COMPLETE - CLIENT 1 and SPOUSE.