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ESTATE PLANNING WORKSHEET

Before your first appointment, or for a review appointment, we will require you to complete our estate planning worksheet. This form asks for personal data about your and your family, birth and marriage dates, and your financial and asset information. To provide you with a thorough evaluation and recommendation for estate planning, you must provide our attorneys with a complete understanding of what you own, with whom you own it, in what jurisdiction you own it, and its value. Please be as complete as possible about those elements so that we may accurately advise you.

CLICK TO DOWNLOAD WORKSHEET (PDF)

WEALTHCOUNSEL, LLC

WealthCounsel, LLC provides best minds & cutting edge techniques to areas of wealth preservation and legacy transfer. WealthCounsel is a national consortium of estate planning professionals, of which Bill Conway is a founding member. More than 700 attorneys across the nation now participate in collaborative relationships to bring the best minds and cutting edge techniques to areas of wealth preservation and legacy transfer.

In addition, WealthCounsel sponsors dozens of workshops each year where specializing attorneys earn required continuing education credits in their field. Along with the top finance and law professionals in the country, Mr. Conway writes and presents study materials for these courses. WealthCounsel, LLC, with the financial and technical support of more than 100 like-minded estate planning attorneys across the country, has created a software system for estate planning attorneys to assist them in drafting up-to-date comprehensive documents in all facets of business, charitable, tax, and estate planning.