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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 complete one of the following worksheets and bring it with you to our meeting.  They are lengthy and somewhat intimidating, 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



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 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 |

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