A note from your attorney, Brandon Harmony, Esq.
We are glad to be preparing your estate plan and appreciate you taking the time to complete this form. Gathering this information in advance helps us make the most of our time together and focus on what matters most to you.
As part of this form, you will be asked to provide basic contact information for individuals you may name in your estate plan, as well as information about assets and any specific items you want to give to particular people. You may wish to think through these items in advance. If some details are unknown, that is completely fine. We will walk through everything together during your meeting.
The information you provide in this form is attorney-client privileged and confidential. Please complete this form personally and avoid using a shared or monitored device.
