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  • Client Confidential Disclosure

    All information is protected by the attorney/client privilege of confidentiality.
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  • Your Family

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  • Other Potential Beneficiaries

  • Assets

    Real Estate - House, Condo, Land, Vacation Property, etc.
  • Assets

    Bank and Cash Accounts - Savings, Checking, Money Market, CD, etc.
  • Assets

    Investments, Stocks, and Bonds (other than IRAs or retirement plans)
  • Assets

    Retirement Accounts - Traditional/Roth IRA, 401(k), 403(b), Pension, etc.
  • Assets

    Life Insurance - Term, Whole/Permanent, etc.
  • Assets

    Annuities
  • Motor Vehicles

  • Household Goods & Furniture

  • Other Financial & Security Interests

  • Businesses


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  • Liabilities

  • Estate Planning Goals

    If you are planning with a spouse, consider your goals together.
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  • Key Advisors and Financial Overview

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