Fwd: Emailing - Apo-01.pdf
Jeffrey,
Ada is compiling the Estate fire drill information for you. Included therein is the information for each entity in the format attached hereto (summarizing the balance sheets) which ties into the estate flow. I want to check and make sure that this is sufficient for your purposes.
Please advise,
Thank you
Joe
Hi Jeffrey—Just so we are all on the same page. I am putting together the binders you asked for with all the estate planning documents that will include (i) the document summary (ii) full document and (iii) the balance sheet. What we are asking is whether the format of the balance sheets we attached as Appendix C of the Estate Overview (and which I attached to this email) is adequate for purposes of the estate document binders.
Thanks.
-Ada
I would ask that until Leon and I have agreed a financial arrangement, you and your guys not send me anything else. Thanks, I'm sure you understand.
