Planning Worksheet

This worksheet will help us design an estate plan that protects everything you own, all that you value, and everyone you love.

Steps

1. Print the worksheet.
2. Fill in as much as you can.
3. Make an appointment with us to discuss your plan.

Michael Lichterman
(616) 827-7596

Click the link below to open the worksheet in ‘Acrobat Reader.’

Family Wealth Inventory and Assessment

If the worksheet does not open, you may need to download the ‘Free’ Reader, ‘Acrobat.’ click here.

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• Office Information:

  Lichterman Law, PLC
  250 Monroe Ave. NW
  Suite 400
  Grand Rapids, MI 49503
  Ph: (616) 827-7596
  F: (888) 818-6225
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