PERSONAL & BUSINESS AFFAIRS CHECKUP
These lists are samples and intended to assist in evaluating ongoing general legal, financial and insurance health of an individual or organization. The purpose of a checkup is to assess current conditions and coordinate and plan for the future.
The guides are not intended to be all inclusive nor are they to be considered specific legal advice. Each client’s specific needs and circumstances will vary and ongoing assessments must be tailored more comprehensively for each client.