Resources
Forms
Estate Planning Questionnaire-Individual
(Download)
To begin the estate planning process, please print and complete this form to the best of your ability. Return the form to our office. Please contact our office to schedule a consultation.
Estate Planning Questionnaire-Married
(Download)
To begin the estate planning process, please print and complete this form to the best of your ability. Return the form to our office. Please contact our office to schedule a consultation.
First Meeting Checklist
(Download)
A list of documents and information to provide our office prior or at your first meeting. The estate planning questionnaire and requested documents greatly aids in focusing on the estate planning issues.