All intakes
Ruth Vernon
CashiersIn progressEstate plan review · with Kimberly R. Coward · started 2 days ago
2 of 4 steps
Family and people
Who is in your life, and who this plan should look after.
Widowed, one son in Asheville, a niece she helps support.
What you own
A plain list of the accounts, property, and belongings that matter.
A paid-off home and a teacher's pension.
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.