Following are several forms that we provide to clients to gather essential information for an initial consultation or to review their existing plans. We hope these forms will be a valuable resource to you.
Estate Planning Design Workbook for Married and Unmarried Individuals
For use by either a single person, or an individual person in a married or unmarried relationship. Used in the design of an individual estate plan.
Estate Planning Design Workbook for Married and Unmarried Couples
For use by couples, whether married or unmarried. Used in the design of a joint estate plan.
My Personal Legacy
Used as an introduction to "values-based" planning, with self-guided exercises
Probate - Trust Administration Workbook
Used to gather information for an estate administration (probate or trust administration) after a person's death.
LLC Design Workbook
Used for either the organization of a new LLC or the review/update of an existing LLC.
Digital Asset Inventory
A form to keep track of all digital assets.