SECURE Workup

This website has been prepared by Sheppard Law Firm for informational purposes only and does not constitute legal advice. The information is not provided in the course of an attorney-client relationship and is not intended to substitute for legal advice from an attorney licensed in your jurisdiction.

The information contained in this website is provided only as general information, which may or may not reflect the most current legal developments. This website occasionally contains links to other web pages. The inclusion of such links, however, does not constitute referrals or endorsements of the linked entities. Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. specifically disclaims any responsibility for positions taken by users in their individual cases or for any misunderstanding on the part of users of this website or any linked websites.

The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before making your decision ask us to send you free written information about the qualifications and experience of our attorneys. Note that our firm does not intend to treat such correspondence as confidential nor should any confidential information be disclosed through this website. Any information provided through this website could be used in the future against the contributor.

Name	Relationship	Age	State of Residence	Marginal Income Tax Rate	Distribution Percentage	Primary or Contingent?

Name	Relationship	Age	State of Residence	Marginal Income Tax Rate	Distribution Percentage	Primary or Contingent?

Name	Relationship	Age	State of Residence	Marginal Income Tax Rate	Distribution Percentage	Primary or Contingent?

Name	Relationship	Age	State of Residence	Marginal Income Tax Rate	Distribution Percentage	Primary or Contingent?

Name	Relationship	Age	State of Residence	Marginal Income Tax Rate	Distribution Percentage	Primary or Contingent?

CALL US TODAY!

239.224.3441

SECURE Act Workup Questionnaire

Step 1 of 11

Please complete the following form in full. After completion, a member of our team will be in touch to schedule a time with you to review your workup.

SPEAK TO AN ATTORNEY