INDIVIDUAL ESTATE PLANNING WORKSHEET

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  • Thank you for considering our firm to assist with your Estate Planning needs. This worksheet is a tool we use to gather information important to developing an estate plan for you, customized to your specific priorities, goals and needs. Any information you convey is subject to attorney/client privilege and will be held in the strictest confidence. Returning the worksheet ahead of our meeting will allow us time to review your information; however, if you are unable to return it ahead of time, please bring it with you to your scheduled appointment. Your attorney will review the information with you, answer questions you may have and offer options suitable to your situation. Following the consultation, we most often have the information necessary to provide you a fee quote for the work we discuss, and fully draft your documents. Should you desire to review the documents ahead of signing, please let us know and we will make the necessary arrangements. It is our pleasure to be working with you. We may be reached by email at the following: johnk@kenneylawfirm.com info@kenneylawfirm.com