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 & Assessment Inventory 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.

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

Call us!

(612) 206-3701

M - F - 8:30-5:00
Sat - By Appointment
Sun - Closed

Make an appointment

Difficulty coming into our office during regular business hours? We can set you up for an after-hours appointment - just ask!

Located at:

Lucēre Legal, LLC.
310 4th Avenue South
Suite 5010
Minneapolis, MN 55415

100% Satisfaction Guaranteed

Legal Services GuaranteeAt Lucēre Legal, LLC, we are so confident in our ability to serve you well that we guarantee you will be happy with your service, or you can adjust your bill and pay us what you think our service was worth to you, all the way down to zero. We cannot guarantee any particular outcome in a case, but we can guarantee how you will be treated and the quality of work that we produce for you.


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