CONFIDENTIAL ESTATE PLANNING INTERVIEW FORM
The information that you provide on this form is a very important starting point for our understanding of your estate planning needs. The more completely you prepare this information prior to your consultation, the further ahead we will be during the interview. We appreciate you taking the time to give us this information.
It will be kept in the strictest confidence.
Dedicated to Client-Centered Estate Planning and Family Wealth Counseling Since
McNeill & Associates
L A W O FF I C E
PO Box 518
Avon, CT 06001-0518
Phone: 860-242-8870
Fax: 860-242-8707
Email: Tom.McNeill@McNeill-LawCenter.com
Web: www.McNeill-LawCenter.com