Personal Information Form

The Personal Information form contains two parts. The Family Information asks for basic information about you, your spouse (if applicable), and your children. The Financial Information asks for an outline of your assets. Please be as accurate as possible. Your consultation will focus on your needs based on the information we learn form you and your assets that we know about. If they are significantly undervalued, we may not be able to advise and suggest strategies that you should consider. If they are significantly overvalued, we may advise and suggest strategies you may not need.

Do the best you can to complete the information in the following form and if you have quesitons we will address them during your initial consultation meeting. If you have any existing estate planning documents that you want reviewed, please send those documents in advance of your meeting.

If you have any further quesitons, please call our office at (972)309-0104. Thank you and we look forward to meeting with you!