Estate Planning Attorney in Rhode Island & Massachusetts

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(401) 307-5556

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Your Name*

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Your Date of Birth*

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Are you or your spouse a Veteran?*

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Do you have children?*

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Children's full names and dates of birth*

Do you have the following assets:

Real Estate

IRA/Retirement Plans

Business/Partnerships

Stocks, Bonds, Mutual Funds

Life Insurence

Certificates of Deposit

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What is the approximate gross value of your estate?

Which of these issues is most important to you right now?

Make a plan to put my affairs in order

Avoid Probate

Nursing home costs

Make sure my wishes are honored regarding life support

Minimize death/estate taxes

Protect my legacy for my children/grandchildren from creditors or divorce

Protect my estate if my spouse gets remarried after my death

Protecting my special needs child after my death

Funeral planning/final arrangements made easier on my family

Check all that apply.

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Address: 2348 Post Rd Suite 106, Warwick, RI 02886 | Phone: (401) 307-5556 | Email: info@jmslawltd.com

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