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.

Contact Us Today

Work with Attorneys Devoted to Your Best Interests
  • Please enter your name.
  • This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.

Client Testimonials

  • “Spencer was very helpful, knowledgeable, and thorough.”


  • “Dan was thorough and efficient.”


  • “Dan is very helpful.”

    R.P. & S.P.

  • “Very helpful.”


  • “Keep doing what you are doing.”


Create an Estate Plan That Changes with Your Growing Needs Learn More About TrustGuard™