Confidential Estate Planning Worksheet

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Theus Law Offices Client Intake

Estate Planning Worksheet

Completing this Worksheet will assist us in designing an estate and asset protection plan that meets your goals.

All information is strictly confidential.

Please complete and “submit” your worksheet prior to your appointment.

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Client Reviews

Suzanne T.

"Very professional, explained everything thoroughly. Great communication with office staff. Very thorough making sure everything was taken care for my estate planning. Assuring my assets are given to the people I care about, while minimizing the taxes my family will incur when I am gone."

Peyton G.

"I urge you to go Theus Law Offices for consultation. They are friendly and down to earth with your wishes being #1. I cannot say enough good things about them."

Mark J.

"If you or your loved ones haven’t made this decision with Estate Planning, I would strongly encourage you to attend this web-based workshop/webinar. Graves Theus is a great attorney to go with for this important step in you and your family’s planning for the future in many, many ways!"