rESOURCES
RECORD RETENTION GUIDE
Keeping your business records is essential in case of an IRS audit or other review. However, holding onto unnecessary records can quickly take up valuable storage space for most businesses. This record retention guide aims to help you decide which records are worth keeping.
WILL CONSULTATION CHECKLIST
Before heading to the Law Office of Curtis P. Patalano for a will consultation, you might want to take a look at this checklist.
COMPREHENSIVE WILL CONSULTATION CHECKLIST
This checklist is more detailed and will be useful if you fill it out before our first meeting. If you need more space for your answers, feel free to write them on a separate sheet of paper. Don’t forget to jot down any concerns you might have, and reach out to my office if you have any questions.
SINGLE CLIENT QUESTIONNAIRE
For individual clients, it is crucial to thoroughly review this data sheet in advance of our initial meeting to facilitate a productive and effective discussion.
MARRIED COUPLE QUESTIONNAIRE
For married couples, please review the attached data sheet thoroughly prior to our initial meeting.
SAME-SEX COUPLE QUESTIONNAIRE
If you are a same-sex couple, regardless of marital status, kindly complete this data sheet prior to our initial conference.
TRUST FUNDING CHECKLIST
This trust funding document provides essential details regarding the process and requirements for funding your trust.
INCOME TAX ORGANIZER
This tax organizer is designed to assist you in compiling and organizing your tax-related documents efficiently.
INCOME TAX RESOURCES
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