Thank you for scheduling with Frieda Leonard.

I look forward to working with you to achieve your planning goals.

Please download and complete the LeonardLaw worksheet and return to frieda@leonardlawplanning.com at least one day prior to your appointment.

Worksheet – Married
Worksheet – Single Individual

Your consultation is complimentary, however, we require that you first complete the worksheet to ensure that your consultation is productive. The worksheet is an effective tool to channel your thoughts and to provide key information to guide our discussion. You will be asked to identify the people you would like to handle your medical and financial affairs and to care for your children if you are unable. Give this some thought, but do not worry if you are unsure of your choices. After our discussion, you will be in a better position to make decisions and may change your mind.

If you are scheduling a follow-up meeting or conference call, it is unnecessary to resubmit your worksheet.