Information
for New Clients
If
you are ready to get started, the first step is to call Andrea Delgado, our
Client Relations Coordinator, and schedule your initial meeting. She will mail
you a package of information about our firm, our process and fees. Included in
that package will be a Confidential Client Profile for you to complete and
return to our office along with a list of supporting documents.
If
you prefer to get started immediately, please feel free to download the appropriate
Confidential Client Profile below and begin
to gather the requested information. Kindly submit your completed Profile to
our office in
advance of our initial meeting.
Estate
Planning - Confidential Client Profiles
Business
Planning - Confidential Client Profile
Coming Soon!
Probate
or Trust Administration
- Confidential Client Profile
Coming Soon!
The
Confidential Client Profiles are in PDF format, for which
you will need the Adobe Reader or Acrobat. The Adobe Reader can be downloaded for free by
clicking the button above.
PET
TRUSTS: CALCULATING CARETAKER FUNDS
This
is an Excel spreadsheet designed to assist clients in calculating the amount
of funds to set aside for the care of an animal companion in the event of the
client's incapacity or death.
HOW
TO SELECT AN ESTATE PLANNING ATTORNEY
If
you are wondering how to know who to trust with your estate planning, here is
a list of questions to consider when evaluating an attorney to assist you.
HOW
TO SELECT THE GUARDIAN FOR YOUR MINOR CHILDREN
Choosing
the right guardian to raise your minor children if you are unable can be one
of the most difficult decisions to make when planning your estate. Here's some
practical steps to take if you're unsure where to start.
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