New Client Worksheets

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I offer a free initial consultation for estate planning, but in exchange I ask that you do a bit of homework first.  

Please print one of the following worksheets and complete it as well as you can before we meet.  These worksheets are lengthy and somewhat intimidating, but they are extremely helpful tools.  They help us to lay all the cards on the table and launch into a more interesting and productive discussion about your goals.

Estate Planning Worksheet for Couples

Estate Planning Worksheet for Individuals

Law Office of Karen B. Dawson, PC
5695 Hood Street
West Linn, OR 97068
Phone: 503-303-7473

The Law Office of Karen B. Dawson assists clients with Estate Planning, Wills, Trusts, Probate and Estate Administration in West Linn, Oregon as well as in Lake Oswego, Oregon City, Portland, Dunthorpe, Tigard, Milwaukie, Gladstone, Tualatin, Clackamas, Wilsonville, Happy Valley, Canby, Beaverton, Sherwood, and other areas in Clackamas County, Washington County and Multnomah County.

© 2017 Law Office of Karen B. Dawson PC | Disclaimer
5695 Hood Street, West Linn, OR 97068
| Phone: 503-303-7473

Trusts & Estate Planning | Estate Planning | Probate & Trust Administration | | Disclaimer

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