Estate Planning
Creating your estate plan is the best way to protect and preserve your legacy. An estate plan should not be “one size fits all.” At JD Legal Planning PLLC, we meet with you to understand your unique wishes and concerns about your family and your estate in a warm and inviting manner.
Susan E. Johnson-Drenth is a Fellow in The American College of Trust and Estate Counsel (ACTEC) and is a former North Dakota State Chair.
We will answer any of your estate planning questions:
At your first meeting, we request that you bring your completed intake forms so that we can begin the consultation immediately (see links below). Usually your first meeting is 1-1½ hours long, and you will leave our office with a fee estimate and a follow-up appointment to return and sign your documents.
Please print out and fill in the following intake forms prior to your appointment:
Client Intake Form
Financial Statement Form