Estate Planning - First Meeting Preparation
Please download and review the appropriate Questionnaire below and bring it with you to your first meeting. You do not need to fill out the entire document, but it is a good place to get started thinking about key issues.
Single Estate Plan Questionnaire
Married Estate Plan Questionnaire
We are located at 6950 E. Belleview Ave., Suite 202, Greenwood Village, CO 80111. Please feel free to call us at 303-284-3872.