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May 17, 2008

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Details of Your Legal Case

What is your role in this matter?

What is the nature of the assets in question? Check all that apply.

Cash
Closely-Held Business Interests, such as a Family-Owned Business
Life Insurance Policy(ies)
Pensions and/or Retirement Accounts
Personal Possessions
Property
Stocks, Bonds, and/or Mutual Funds

Please estimate total amount of assets that you need planning for: $

Please briefly describe your objective with respect to the assets in question.

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