Estate Planning Client Form

JGB Estate Planning Client Information Sheet

Clicking the link below will take you to our secure PDF form in a new window. Please print this out and fill in the fields by hand to have ready for your initial consultation with our experienced estate planning legal team.

Estate Planning Client Information Sheet

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Client Testimonials

“Thank you all so much.”
C.O.
“Very helpful.”
B.W.
“Jeremy always takes great care of our clients.”
J.C.
“Dan was very knowledgeable and instilled confidence in the Trust approach.”
F.K.
“Jeremy, great job as usual!”
E.M.