In the following sections, you'll be asked to share some information about your income, assets, and liabilities. There is no need to provide exact numbers—an estimated value or ballpark figure will suffice. However, in order to properly counsel you on your estate planning matters, it is important for the attorney to understand how your estate is allocated among different types of assets (home and other real estate, retirement accounts, such as IRA, 401(k), 403(b), regular brokerage accounts, life insurance policies, annuities, etc.) Please complete this information to the best of your knowledge and comfort level.
Any information you provide to our office will be kept confidential and protected by attorney-client privilege.