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Client Worksheet |
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Completing a client worksheet is an important step in the estate
planning process. It allows us to assess your estate planning needs,
and to prepare for our conference with you. The worksheet is secure so you can complete it with confidence. Please follow these instructions to begin:
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Download the client worksheet in either PDF or FLASH format. PDF is preferable because you can complete the form and submit it by email right from your computer. You will need "Adobe Acrobat Reader" to open the worksheet in PDF format. If you do not have this software, use the button below to download a free copy. Otherwise, use FLASH format. You may only print and fax the worksheet in FLASH format.
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