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CLIENT FORMS

An important first step in every planning process is gathering all of the necessary information that needs to be included in the plan.  Each family and business situation is different, and the following forms help us to learn about your unique circumstance so that we can help you create the plan you need. 

In this section of the website you will find several forms that we use to help with the business and estate planning processes.  If you are unsure which forms you will need for your plan, please contact our office and we will guide you.   Click on the links to download PDF versions of these forms that you can fill out on your computer.  When you have completed your form, please save it to your computer and send it to us as an email attachment to dana@oedayton.com.  Or, if you would prefer, you may print the form and fax it to us at (937) 458-0579 or mail it to us at:

     O'Diam & Estess Law Group, Inc.
     2430 Dayton-Xenia Road, Suite B
      Beavercreek, Ohio 45434

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The attorneys of O’Diam & Estess Law Group, Inc., assist individuals, families and business owners throughout the Miami Valley, including Dayton, Kettering, Oakwood, Centerville, Beavercreek, Xenia, Springfield, Springboro and Troy, in Greene County, Montgomery County, Clark County, Warren County and Miami County.



© 2020 O’Diam & Estess Law Group, Inc. | Disclaimer
2430 Dayton-Xenia Road, Suite B, Beavercreek, OH 45434
| Phone: 937-458-0574

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