Our Team

Forms

Below please find our Preliminary Information Sheet, as well as our Digital Audit. The Digital Audit is used in an Estate Plan to help ascertain and manage assets that may not be physical such an online bank account or a digitial photo and or music collection, etc. The Preliminary Information helps us customize a specific plan to meet the needs of each client.

preliminary Information


The link above is the form to fill out your Preliminary Information Form. Kindly print and complete to the best of your knowledge, prior to your initial consultation..

 

Digital Audit


The link above is the form for the Digital Audit. The purpose of a Digital Audit is to ascertain and track all digital assets that may have value to you that and or will need to be accounted for in your estate plan.