NEW ESTATE PLANNING CLIENT DOCUMENTS
Please fill out and bring these two documents to our initial consultation.
Estate Planning Information Form *
Financial Inventory Worksheet *
* Information on these PDFs can be typed in – file can then be saved, printed and/or e-mailed.
OTHER ESTATE PLANNING DOCUMENTS
These three documents do not need to be brought to our initial consultation.
Funding & Administration of Your Trust
Terms & Conditions of Representation
The Tim Barkley Law Offices
One Park Avenue – Suite 2H
(Handicap Accessible)
P.O. Box 1136
Mount Airy, Maryland 21771
(301) 829-3778
(301) 606-5905 (cell)