We designed the worksheet below based on our clients' requirements. You may download and use it to summarize key information. These are only a tool to help you think through and organize your information - they are not all-inclusive. Feel free to modify and add supporting schedules as necessary. Some sections allow break-out of information by spouse. We will go through all of your particulars during the interview process. Again, these are meant only as a guide to make your life easier - do not over-burden yourself with completing the worksheets. Finally, keep in mind that not all information types will be applicable to your case.
Client Information & Financial Data=>