The Family Wealth Inventory and Assessment is designed to help you focus in on the important information and questions that are necessary to get your legal and financial house in order.
We ask you to fill it out and return it to us in advance of our appointment so that we can have the most productive time together.
1. Print the Family Wealth Inventory & Assessment worksheet (below).
2. Fill in as much as you can.
3. Make an appointment with us to discuss your plan.
4. Return the Family Wealth Inventory & Assessment worksheet to us at least 3 days in advance of our appointment.
If the worksheet does not open, you may need to download the 'Free' Acrobat Reader here.