Thank you

We’re ready to schedule your meeting. Please watch the video below to learn more about this process and then add the details requested in the Pre-Meeting form, shown below the video.

PRE-MEETING FORM

"*" indicates required fields

Name*

First Last

How do you want to be buried?*

Please enter your instructions here.*

Who do you want to be the Executor of your Will/Trust/Estate?*

How many beneficiaries will you have?*

Please list each of the of the Beneficiaries of your Will/Trust/Estate. You may optionally add the percentage for each Beneficiary.

1. Name of Beneficiary*

First Last

1. Percent for Beneficiary*

2. Name of Beneficiary*

First Last

2. Percent for Beneficiary*

3. Name of Beneficiary*

First Last

3. Percent for Beneficiary*

4. Name of Beneficiary*

First Last

4. Percent for Beneficiary*

5. Name of Beneficiary*

First Last

5. Percent for Beneficiary*

Additional Beneficiaries and Percentages*

Comments

This field is for validation purposes and should be left unchanged.