Please fill out this form and send it to Stacey L. Romberg prior to your initial estate planning consultation. If a couple wants to have an appointment together, each person needs to complete a separate form. However, if duplicate information is listed, please feel free to reference the other person’s form so that that information only has to be provided once.
Please print out the form, fill it in and then fax or mail it to our office.
If you fill out the form electronically, please save it as a .pdf file on your computer with your name and then e-mail it to our office as an attachment. You can also print it, and then fax or mail it if you prefer. If you have questions about the form, please let us know.
This Estate Planning form is in PDF format. The PDF format requires Adobe Acrobat. The reader is free. If you do not already have the reader, you can download it using the link below.