Family Wealth Inventory & Assessment Worksheet

The Family Wealth Inventory and Assessment is designed to help you focus in on the important information and questions that are necessary to get your legal and financial house in order.

We ask you to fill it out and return it to us in advance of our appointment so that we can have the most productive time together.

1. Print the Family Wealth Inventory & Assessment worksheet.
2. Fill in as much as you can.
3. Make an appointment with us to discuss your plan.
4. Return the Family Wealth Inventory & Assessment worksheet to us at least 3 days in advance of our appointment.

Click the link below to open the worksheet in 'Acrobat Reader.'

If the worksheet does not open, you may need to download the 'Free' Reader, 'Acrobat.' click here.

The Moller Law Group, LLC Woodland Park Law Office Map
18401 East US Highway 24, Suite 122 Woodland Park, CO 80863

The Moller Law Group, LLC Colorado Springs Law Office Map
1755 Telstar Drive,Suite 300, Colorado Springs, CO 80920

Downtown Colorado Springs appointments available upon request.

Phone: 719-694-1284 Toll Free: 866-765-0858 Fax: 719-687-2378