In preparation for your initial estate planning meeting with Mr. Hagan, we ask that you take the time to compile a list of your assets, including both how they are currently titled and their approximate current value, and to begin considering whom you would want to handle your affairs, both financial and medical, in the event of your later lifetime incapacity and at the time of death.
We have found that starting the estate planning process in this manner will not only help you to identify your estate planning goals and objectives, but will allow the initial meeting with Mr. Hagan to be spent more productively.
Please print out the appropriate Questionnaire below, which are available for download in either PDF or Microsoft Word format, complete it to the best of your ability, and bring it with you to your initial meeting.
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Single Person Questionnaire in PDF |
Single Person Questionnaire in Word
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