Documents

The following documents can be downloaded and filled out in preparation of your appointment with the attorney. For the Estate Planning Questionnaire, please complete the Personal portion of the Q. Instead of completing the Financial portion of the Q, just bring in copies of recent bank & brokerage statements, including any employment related financial benefits such as life insurance and retirement account information.

Estate Planning Documents

• Married Estate Planning Questionnaire
• Single Estate Planning Questionnaire

Probate Documents

• Inventory Worksheet
• Summary of Necessary Documents