Please complete the form below prior to your initial appointment and either print it out and bring it with you to your appointment or call our office to discuss other methods to get the completed form to us so we have it at your initial meeting. This basic information sheet will allow us to understand your life and planning goals. When you click on the link below it will download the needed Adobe Acrobat PDF document, you can then fill it in, print and/or save.
After Our Initial Meeting
If we decide to move forward together in the planning process, we ask that you complete the appropriate Personal Information Form (PIF) below. Our Personal Information Form is an in depth look into your life, finances, assets and basic information that gives us the knowledge to make the right recommendations and choices for your Legacy Plan. When you click on one of the links below it will download the needed Adobe Acrobat PDF document, you can then fill it in, print and/or save.
**PLEASE NOTE!! -- You can usually save your form data by using the PDF toolbar save button or menubar. In the event that your browser does not display a save button, you should be able to right-click on the PDF document itself and select SAVE from the menu. We advise that you save a local copy of our PDF files before entering your information. Then, you can save another copy (or print a copy) after filling out your information.
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4039 S. Hwy 92, Sierra Vista, AZ 85650
Copyright © Gerhardt Law Office, PLC
Annette Gerhardt and Christine West are licensed to practice law in the State of Arizona. The law firm of Gerhardt Law Office, PLC provides legal services for clients in the State of Arizona. The information provided on this website and our blog is general and educational in nature and should not be construed as legal or tax advice, nor does the use of the website create an attorney/client relationship. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information which cannot take the place of one-on-one personal legal consultation and advice. Federal and state laws and regulations are complex and subject to change. No legal representation is created, and we make no warranties with regard to the information or results obtained by its use. Neither the authors nor anyone forwarding or reproducing this work shall have any liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this website or blog.