Family Legacy Inventory & Assessment Worksheet

 

 

The Family Legacy Inventory and Assessment is designed to help you focus in on the important information and questions that are necessary to get your legal and financial house in order.

 

We ask you to fill it out and return it to us in advance of our appointment so that we can have the most productive time together.

 

  • Print the Family Legacy Inventory & Assessment worksheet.

  • Fill in as much as you can.

  • Make an appointment with us to discuss your plan.

  • Return the Family Legacy Inventory & Assessment worksheet to us at least 3 days in advance of our appointment.

 

The Law Office of Jane E. DePalma

PO Box 4094

Dedham, Massachusetts 02027

phone: 781-326-8300 



Copyright 2013 The Law Office of Jane E. DePalma

All rights reserved.

This web site may be considered advertising under Massachusetts Supreme Judicial Court Rules and other state ethical rules. Prior results do not guarantee a similar outcome.  The content of this web site is for informational purposes only and is not intended to provide legal advice, should not be relied upon in order to solve individual or general legal matters, and is not a substitute for personal consultation with legal counsel.  Specialization does not imply or infer expertise. This web page does not establish an attorney-client relationship.