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We must have all the forms included in this dashboard completed at least 2 days prior to your Family Wealth Planning Session to ensure that we have enough time to understand the specifics of your situation prior to our meeting. If you are married or life partners, please complete sections for Client 1 and Client 2. If single, please complete sections for Client 1 only.

You can find all of the tasks needed for you to complete in the Checklist below.

If you have access to a desktop or laptop computer please complete these forms on those devices to ensure optimal performance and security.

If you have any questions or need help in completing any part of these forms, please call our office at 480-949-6500 and we will set up a phone conference to assist you.

Checklist

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