We appreciate your time to completely fill out the Confidential Personal Information Booklet/Questionnaire and gather the appropriate documentation prior to your complimentary Initial Visit.

Having the information ahead of time will permit the Attorney and our service team to properly assess your situation and make the best use of everyone’s time at the appointment.

Confidential Personal Information (PDF Fill-in)
(For FamilyCare Estate Planning Appointments)

Confidential Business Information Booklet
(For FamilyCare Business Planning Appointments)

Confidential Estate Administration Booklet
(For FamilyCare Estate Succession Appointments)

What is Wealth Strategies Planning?