4010 Sheridan St.,
Hollywood, FL 33021
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(954) 989-2889

Estate Planning Questionnaire

Be prepared for our first meeting.

Please fill out the following form:

Download Estate Planning Questionnaire

Documents you should bring

Any existing:

  • Will(s)
  • Trust(s)
  • Power(s) of attorney
  • Living Will(s)
  • Designation of Health Care Surrogate(s)
  • Recent Statement for each Brokerage
  • Recent Statement for each Retirement Account

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South Florida

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