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Family Wealth Inventory & Assessment Worksheet
The Family Wealth Inventory and Assessment is designed to help you focus in on the important information and questions that are necessary to get your legal and financial house in order.
We ask you to fill it out and return it to us in advance of our appointment so that we can have the most productive time together.
1. Print the Family Wealth Inventory & Assessment worksheet.
2. Fill in as much as you can.
3. Make an appointment with us to discuss your plan.
4. Return the Family Wealth Inventory & Assessment worksheet to us at least 3 days in advance of our appointment.
Click the link below to open the worksheet in 'Acrobat Reader.'
If the worksheet does not open, you may need to download the 'Free' Reader, 'Acrobat.' click here.
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HATFIELD LEGAL SERVICES Disclaimer: The information on personal and family estate planning and other legal information presented at this site does not constitute legal advice and does not create any attorney-client relationship or contract of any kind with Hatfield Legal Services or Ronald K. Hatfield, Esq.
Hatfield Legal Services uses a written contract for each client and will only be representing you in your West Virginia matter if you and the law firm sign a written legal representation contract and you pay Hatfield Legal Services for the legal services it performs for you. Information on this Hatfield Legal Services web site is provided for informational and educational purposes only. You should never make legal hiring decisions solely upon web pages, brochures, advertising or other promotional materials. Please contact Hatfield Legal Services for your free first consult to find out whether Hatfield Legal Services can represent you.
This web site might be characterized as an advertisement under West Virginia State Bar Rules and is not intended to solicit clients for matters outside of the State of West Vrginia. Always seek the advice of an attorney from your own jurisdiction before relying on information from this site or any web site.