Forms & Downloads

Everything you need for your Estate Planning Appointment.

Just click on each form that you need. The document will open in another window. Then click on “Save As” to download and save the document to your computer. You can print them and fill them out by hand, or use any PDF reader to complete them on your computer, and then just email them to us. Important: Please download these forms first before completing them.

Personal Data

Screen Shot 2020-12-15 at 11.02.24 AM.png

These are the starting point for getting an estate plan in place. This will give us a great overview of you and your family.

Data Sheets

FAQs About Trusts

Here is a short list of questions that many of our clients have asked about the estate planning process.

FAQs

2020 Fee Schedule

This is a schedule of the estate planning fees our office charges, what is included in our trust package, and a short overview of our process.

Fee Schedule

7 Secrets Booklet

Screen Shot 2020-12-15 at 11.04.47 AM.png

This a brief and informative overview on why estate planning is so important for your family.

7 Secrets

Financial Forms

Screen Shot 2020-12-15 at 11.08.15 AM.png

These are financial forms that will need completed for your SECOND appointment for trust based plans. Note - these are not yet pdf fillable forms, and will need to be printed and completed.

Financial Data