PREPARE
Preparing for Intake
A few minutes now makes the meeting far more useful.
Checklist
- Think about who you would trust to step in for you: as trustee, as agent under your power of attorney, and as guardian for minor children.
- Bring any existing estate planning documents.
- Expect to leave with your asset booklet and a clear due date.
Questions before your meeting? Call (626) 898-9195 or email info@woodlegalgroup.com.