McNeill & Associates, LLC       860-242-8870

Estate Planning-McNeill & Associates, LLC

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

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