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CHECKLIST FOR FIRST APPOINTMENT

Please bring the following items to your first appointment.  This allows us to get a "snapshot" of your current finances and family, so we can offer appropriate advice and options regarding your estate plan. 

If you can't find all these items please don't worry, just bring what you can.                                                                           

 

 

 

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Kenneth S. Jacobs                          
Attorney at Law
Certified Specialist
Estate Planning, Trust & Probate Law
State Bar of California Board of Legal Specialization
117 N. Main Street.  Sebastopol, CA 95472
(707) 829-7303   info@kenjacobs.com