Downloads

Estate Planning 101 (estate_planning.pdf)

A reader-friendly source of general information about estate planning. Reading this before your first meeting with the attorney could save you an hour of time with the attorney, a savings of $330 dollars.

Estate Planning Questionnaire (estate_planning_questionnaire.pdf)

This is a form for you to fill out that provides the attorney will details about your family and your assets. Again, filling it out before your appointment with the attorney will save you some of her time and therefore reduce your over-all cost. Do not let this questionnaire intimidate you. Just provide as much detail as you can without getting overwhelmed by them. It is more important that the attorney have an accurate overview of your assets with rough values than it is for her to have fine detail like account numbers and values to the penny.

Get Adobe Reader

Helpful Links