PRE-APPOINTMENT ESTATE PLANNING WORKSHEETS
These worksheets will provide and organize some important information to help your estate planning attorney recommend a plan that suits your individual situation and carries out your wishes for the future. |
Initial Estate Planning Worksheet (Printable Form)
This form will provide and organize important information about you and your family or other loved ones to help your estate planning attorney become familiar with your personal situation and possible options to plan for your and their futures. It is designed to be printed out and filled in by hand. A fillable version of it is available below.
Initial Estate Planning Worksheet (Fillable form)
This is the fillable version of the Initial Estate Planning Worksheet. It is designed to be downloaded and completed on your computer and then printed out and sent or brought to our office.
Asset Information Estate Planning (Printable form)
This form asks for information about how your assets are owned, whether you have named beneficiaries for any of them, and for income information. Our office uses this information to create a summary to assure that all of your accounts and other items of value will be handled as you want them.