Estate Planning Worksheets

To ensure that the initial consultation is as productive as possible, we request that you fill the worksheet out as completely as possible, and return to our office 3 days prior to your scheduled appointment.

For the safety and confidentiality of your private information, please print the form, complete, and return to our office at:

147 Old Solomons Island Road
Suite 306
Annapolis, MD 21401

If you have any questions, please do not hesitate to call our office during normal business hours.

 


Attorney Lindsey Warren Duvall assists clients with Estate Planning, Estate Planning for High Net Worth Individuals, Probate, Estate Administration, Elder Law, Guardianships, Planning for Children, Asset Protection, Pet Trusts, Business Law, & Buying and Selling Agreements throughout Anne Arundel County. We serve all of Anne Arundel county and Prince Georges County, including but not limited to Annapolis, Davidsonville, Gambrills, Crofton, Severna Park, Crownsville, South River, Millersville, Waugh Chapel, Odenton, Piney Orchard, Severn, Upper Marlboro, Bowie, Glenndale, Galesville, Gibson Island, Arundel Mills, Columbia, Edgewater, Deale, Harwood, Lothian, Churchton, Shady Side, Cape St. Claire, Broadneck, Arnold, Jessup, Laurel, Linthicum, Mitchellville, Pasadena, and Lake Shore, MD.



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147 Old Solomons Island Road, Suite 306, Annapolis, MD 21401 | Phone: 410-721-1660
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