All intakes
Harold Tolley
SylvaIn progressPowers of attorney · with Grace Holloway · started 6 days ago
3 of 4 steps
Family and people
Who is in your life, and who this plan should look after.
A daughter in Sylva he trusts to help with decisions.
What you own
A plain list of the accounts, property, and belongings that matter.
Farmhouse, a truck, and a modest savings account.
Your wishes
Who should decide, who should inherit, and anything you want written down.
Wants his daughter named for both health and financial decisions.
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.