Client Interview Document
For estate planning clients it is critical to provide us with all of the current estate information so that we can determine whether you need a trust and if you need a trust what kind of trust.
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Whenever our firm meets with couples there is a potential for conflicts between them. Therefore we are required by law to have you read and sign the conflict agreement which informs you of the potential for conflict.
Download Conflict Agreement (H&W)
Avoiding Trust Mills
Trust Mills are unscrupulous companies who have one goal, to get your financial information in order to sell you financial products. There should be clear separation between your attorney and your financial advisor and the same person or company should not be providing both services. This article from John F. Kennedy University School of Law talks about what to watch out for in order to avoid using a trust mill.
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