Before You Come In
In order to maximize the value of our time together, it would be helpful (though not essential) for you to complete the downloadable Confidential Questionnaire.
It would also be helpful for you to gather your existing documents such as a Will, Health Care Proxy, Living Will, Power of Attorney, Trusts etc. We can then review these documents as a starting point for our discussions.
Please download and fill the PDF and attach it to the form below.
Download Confidential Questionnaire