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LEGACY PLANNING DESIGN WORKSHEET Sommers Law Group LLC Estate Planning Wealth Preservation Estate Administration and Probate CONFIDENTIAL PLEASE COMPLETE AND BRING THIS TO YOUR FIRST MEETING ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL. Please provide information that is as complete and accurate as possible. If you do not own property under a particular heading just leave that section blank. Assets Client of Spouse Total Value Joint Ownership Cash Accounts i.e. checking savings CD Money...
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