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)
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