These client profiles are designed to
help you to organize your information and your instructions for us;
stimulate discussion around the issues involved in the creation of your documents;
help us to thoroughly understand your situation; and
provide a snapshot of your current circumstances as a resource for your Personal Representatives, Agents and Attorneys.
For your initial appointment, we ask that you complete the Basic Information and the Property and Financial Inventory sections of the client profile. We also ask that you review and fill in what you are comfortable with in the Wills, Enduring Power of Attorney and Personal Directive sections of the client profile.
We look forward to reviewing your client profile with you at your initial appointment and answering any questions you may have.