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Client Worksheets & Resources

We want to empower you with information to help you decide and plan for what’s next in your life. Check out the resources on this page for your information and planning.

Before our first meeting, we may ask you to prepare some personal and financial information necessary for our discussion. We have several worksheets to help you prepare for a productive initial meeting.

Joint Estate Planning Worksheet

Individual Estate Planning Worksheet

We strive to provide useful information related to topics that are important to you. Here are a few resources to help you start.

Building Your Team: A Legal and Financial Guide and Workbook for Decisions When Living with Dementia

Leading the Team: A Legal and Financial Guide and Workbook for Caregivers of Someone with Dementia

Answering Your Legal Questions about Wills and Estate Planning

Answering Your Legal Questions about Probate

Frequently Asked Questions regarding Revocable Living Trusts

Five Things to Know Before You Meet with Your Estate Planning Attorney

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