In order to assist you and your family with the estate planning process, we have prepared the following estate planning workbook.
Before you begin on the workbook, make sure you have an hour or so of time available and access to all of your financial records. After you have completed the workbook, we can sit down with you and develop an estate plan that is customized to your family’s needs.
Once you have completed the workbook, you can get it to us in a variety of ways:
Fax: (888) 908-7234
US Mail: 205 20th Street North, Suite 710
Birmingham, Alabama 35203