Your First Meeting

Brian Hedberg, Principal, gives an overview of the estate planning process and talks about what you can expect at each of your meetings.

 

Estate Planning - First Meeting Preparation

Please download and review the appropriate Questionnaire below and bring it with you to your first meeting. You do not need to fill out the entire document, but it is a good place to get started thinking about key issues.

Single Estate Plan Questionnaire

Married Estate Plan Questionnaire