How do I start planning my estate?

 

Once you have retained Bob, you will complete a questionnaire that will start the process. 

The information you provide in the questionnaire will: 

 

1)      Assist you in organizing financial and personal information to properly asess your estate; and

 

2)      Provide Mr. Johnson with the necessary information to draft your estate plan.

 

Confidentiality is a top priority for Mr. Johnson and your personal information will be protected diligently.