CONFIDENTIAL LEGAL PLANNING INFORMATION
This is importatn. Please take the time to complete and return the questionnaire before your appointment. If you need help completing this, please feel free to call me at (812) 800 - 9155.
Using this Workbook
You will note that this Workbook asks for a lot of information. I need this information in order to determine how to proceed with your care in the most appropiate manner. This Workbook will allow me to begin analyzing what the next steps are.
Once I recieve a completed Workbook, I will study it and then I will schedule a time with you either over the telephone or in person, or both. At that time I will provide you a comprehensive list of information and documentation required in order to proceed with your case.
For now, I wish to assure you all of the information you provide in the workbook will be kept confidential.