There two ways to provide estate planning information ahead of our meeting. You can complete an online form, or download a form to print and complete:
Prefer to download PDF form?
Estate Planning Questionnaire for a Couple
Estate Planning Questionnaire for an Individual
To schedule an appointment, see below:
Prefer to call first or have questions about the form?
Who and What to Bring to the Meeting
- Any existing estate planning documents
- Names, addresses and telephone numbers of everyone that will be somehow included in your estate plan. These may be as spouse, children, grandchildren, or persons you intend to be in charge.
- Anybody you trust and want involved in the process
- Vehicle registration paperwork and any legal descriptions of lands owned
- For wartime veterans, a DD214
- Information about financial accounts and life insurance policies.