Client Asset Information

Personal and Confidential

General Information

Congratulations on your decision to protect your family with a comprehensive estate plan. Now that you have made this important decision, the next step is to gather and provide us with information about your assets so we can assist you with the funding of your trust. Remember, having a trust that is not funded means your family may have to go through a court probate proceeding, and may lose the benefit of other protections offered by your estate plan.

Please complete this online form to enter information about your assets.

  • Fill out the information on the form as completely as possible for each asset
  • Provide copies of your most recent statements, policies, deeds, or other ownership documents to us.

If you have any questions, please contact our office by phone at 336-547-9999 or email at [email protected].

How to get started

Download Your Free Worksheet

Download one of our free
worksheets to help you with estate planning, guardianship, or probate.

Complete Worksheet and Gather Info

Complete the worksheet that you downloaded and then begin gathering relevant information.

Schedule an Appointment

Call us at (336) 547-9999, complete the form above, or start a live chat to schedule an appointment.

Get In Touch

We are here for you.

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Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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