Client Documents

NEW ESTATE PLANNING CLIENT DOCUMENTS

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

Initial Meeting Memo

Funding & Administration of Your Trust

Execution Memo

Terms & Conditions of Representation

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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)