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New Client Worksheets

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Contact us for a consultation appointment.  We ask that you come prepared by completing a worksheet prior to your appointment.  The worksheets are lengthy, but they are extremely helpful tools as they help us to lay all the cards on the table and launch into a more interesting and productive discussion.

 

Worksheet for Couples

Worksheet for Individuals



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5695 Hood Street, West Linn, OR 97068
| Phone: 503-303-7473

Trusts | Estate Planning | Probate & Trust Administration |

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