Congratulations on taking the first step towards the protection of your family and your wealth. You’ve made a great decision – one your family with thank you for.
Above is the link to your online Welcome Packet with everything you will need to prepare for your Family Wealth Planning Session, and the link to your Family Wealth Inventory and Assessment worksheet.
Please complete the Family Wealth Inventory & Assessment in as much detail as possible and return it before your scheduled meeting.
The Inventory & Assessment serves merely as a worksheet, so if you are not sure about exact figures or information, your best estimate is sufficient for purposes of your initial consultation. Even if you already have a will or a trust in place, we ask that you complete the Inventory & Assessment to ensure that we have current and accurate information.
We look forward to meeting you and serving your family!