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.