Estate Planning Forms

ESTATE PLANNING FORMS TO GET STARTED

If you would like me to do your will, power of attorney, or living will, please review the Will Intake Form to get an idea of how to prepare for our meeting.  Please fill out and scan the last page of the Will Intake Form to me before our phone appointment.

If you plan to leave something for someone too young to manage it for themselves, you might want to review the Trust Discussion Outline.