Picture Arches of Rhodes
 

 

The following client information is helpful at the initial meeting to engage my services:


Your contact information.


For the person who would be under my care:

  • The names, addresses and telephone numbers of all close relatives, which would include parents, children, sisters and brothers.
  • Medical information, including names and address of physicians and insurance providers.
  • A summary of the assets.
  • Copies of any estate planning documents.
  • Name and address of service providers such as financial planners and accountants.
 

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Art by Chuck Campbell