All intakes
Margaret Ashe
CashiersIn progressRevocable living trust · with Kimberly R. Coward · started 4 days ago
2 of 4 steps
Family and people
Who is in your life, and who this plan should look after.
Two adult children, one grandchild, and a sister she is close to.
What you own
A plain list of the accounts, property, and belongings that matter.
Home in Cashiers, a brokerage account, and a small cabin on Norton Road.
Your wishes
Who should decide, who should inherit, and anything you want written down.
Documents to bring
The papers to gather before you come in to sign.
This is the office view of the questionnaire. In the real build, the client answers these same steps from home at their own private link.