Client Documents

NEW CLIENT DOCUMENTS

Initial Meeting Memo
(February 2013)

Estate Planning Information Form *
(February 2013)

Financial Inventory Worksheet *
(March 2013)

* Information on these PDFs can be typed in – file can then be saved, printed and/or e-mailed.

Initial Meeting Memo
(February 2013)

Funding & Administration of Your Trust
(February 2013)

Execution Memo
(February 2013)

Terms & Conditions of Representation
(December 2014)

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The Tim Barkley Law Offices
One Park Avenue
P.O. Box 1136
Mount Airy, Maryland 21771
(301) 606-5905 (cell & text) PREFERED
(301) 829-3778 (phone)
tbarkley@barkleylaw.com