Estate Planning Forms
Estate Planning doesn't have to be complicated, but it does need to be organized.The forms below are designed to facilitate the estate planning process by providing you with organizational tools, you'll need to begin this proces. We've provided these forms in Microsoft Word and Adobe Acrobat (PDF) format, so you can choose the one the best fits your needs.
1. Estate Planning Questionnares for Single, Married and Single with Partner (unmarried couples). These forms are typically completed before your initial office conference. When completing the form, try to fill out all of the information requested, but don't worry if you get stumped, just leave those sections blank, and we will assist you during your appointment.
2. Estate Organizers provide a single location to identify your assets, provide final instructions, and facilitate the organization of your records.
3. Ethical Will Templates provide a humanistic approach to your final instructions. An Ethical Will provides non-binding instructions to your personal representatives and Trustees as to your values, norms and morays in hopes of facilitating decision making in the style that best represents your beliefs.
1. Estate Planning Questionnares for Single, Married and Single with Partner (unmarried couples). These forms are typically completed before your initial office conference. When completing the form, try to fill out all of the information requested, but don't worry if you get stumped, just leave those sections blank, and we will assist you during your appointment.
SINGLE:
WORD PDF
MARRIED:
WORD PDF
SINGLE WITH PARTNER:
WORD PDF
WORD PDF
MARRIED:
WORD PDF
SINGLE WITH PARTNER:
WORD PDF
2. Estate Organizers provide a single location to identify your assets, provide final instructions, and facilitate the organization of your records.
WORD PDF
3. Ethical Will Templates provide a humanistic approach to your final instructions. An Ethical Will provides non-binding instructions to your personal representatives and Trustees as to your values, norms and morays in hopes of facilitating decision making in the style that best represents your beliefs.
WORD PDF
