At Turning Point Law, we want to create documents that are right for you, so we ask you to gather some information before your initial appointment. The links below are for our client profiles, designed to
help you to organize your financial information and your thoughts about what should go into your documents
stimulate discussion around the issues involved in creating your documents
help us to thoroughly understand your situation so we can draft appropriate and effective documents
provide a snapshot of your current circumstances as a resource for your Personal Representatives, Agents and Attorneys
We ask that you fill in the Basic Information and the Property and Financial Inventory sections for our initial appointment. Also, we ask that you review the Wills, Enduring Power of Attorney and Personal Directive sections of the client profile, filling is as much as your are comfortable with. You should bring the client profile with you to our appointment, when we will review the it with you in detail and answer your questions.