When you set up an appointment with our staff, we will email you our detailed data sheet for you to complete. This data sheet will provide us with important information that we need to assist you. Please fill out our detailed data sheet and send it in prior to your appointment so that our attorneys can be prepared to meet with you. On the day of your appointment, please bring your most current available bank and/or brokerage account statements, property deeds, long-term care insurance policy, and any existing last will and testament, trust, power of attorney, health care proxy or living will.

You can learn more about our planning process here.