Forms

Please download the appropriate form for your situation. The forms are in pdf format, and you are able to type within the form once you download it on your computer.

Estate Planning Procedure/Protocol:

The links below will discuss the estate planning protocol whether you’re a new client considering an estate plan or an established firm client considering making changes to your existing estate plan. Click on the link below that best describes your situation:

• New Client: Estate planning procedure for new clients

• Existing Client: Estate planning procedure for existing client revising an estate plan

Estate Planning Confidential Questionnaire:

Prior to your initial meeting, we ask that you complete and submit a questionnaire outlining your estate planning goals. Your estate plan will differ depending whether you are married or unmarried. Please choose one of the following questionnaires to complete.

• Estate planning questionnaire for married couples
• Estate planning questionnaire if you are unmarried

Estate/Trust Administration Procedure/Protocol: When a loved becomes incapacitated or dies

When a loved one becomes incapacitated or dies, these documents will assist you through this difficult time.

• Estate/Trust Administration Procedure/Protocol for when a loved one becomes incapacitated or dies
• Estate/Trust Administration Probate Questionnaire
• Estate/Trust Administration Help Guide and Checklist
• Estate/Trust Administration Document Checklist