Client Forms
Client Confidential Data Form
Please complete the form linked above and submit it to our office at least 4 weeks prior to your consultation.
Digital Asset Inventory
Since so many people today are using ID and passwords to access their accounts, many individuals in banking and finance are recommending that individuals create a list of important digital information. This Digital Asset Questionnaire can assist you in tracking your passwords. On this form you can list all of your online accounts, passwords, security questions and answers, and whether the account has monetary value. I recommend maintaining this form in a fireproof container at home.
Personal Property Memorandum
This memorandum can be used throughout your life in order to indicate your specific desires regarding distributions of sentimental items. This form should only be completed if you have a Living Trust. I recommend that if the sentimental item has a specific story, you should write the sentimental story and attach it to the memorandum. Once the memorandum is completed, I recommend that you copy the completed memorandum and three-hole punch it to be placed behind the Personal Effects tab. The original executed memorandum should be placed in your safety deposit box or fireproof container at home with your trust documents.
Medications List
This list can help you keep track of all medications you are taking, medical procedures you have had, specialist doctors treating you, and more. If you are a DocuBank Member, this list can be completed and uploaded to DocuBank for storage.