https://jdimaurolaw.com Fri, 07 Apr 2023 14:42:55 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.2 https://jdimaurolaw.com/wp-content/uploads/2023/04/cropped-favicon-512x512-1-32x32.png https://jdimaurolaw.com 32 32 https://jdimaurolaw.com/estate-planning-process-new-clients/ Mon, 08 Jun 2020 11:33:53 +0000 https://dev8.pinpointdigital.com/jdimaurolaw/?p=338 In this video, I explain the process of obtaining a state plan, where I will send an intake sheet to the client via email. The intake sheet will require the client to provide basic personal information, their children’s names and ages, and appointing individuals to handle their financial affairs and healthcare decisions. Additionally, the client can specify whether they want to be on life support and make any specific gifts.

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