Estate Planning Worksheet

This worksheet is a very important step in the estate planning process. By accurately completing this worksheet you will be providing me with much of the background information concerning your estate which will assist me in providing the highest level of service to you.

Once you have completed the worksheet you may either send it to me prior to our initial meeting or bring it with you. If you are unsure as to a question or a particular response simply mark the question and we will discuss it at our meeting.

For your convenience, we've provided the worksheet in two different formats:

If you have trouble downloading the worksheet, try holding down the SHIFT key while left-clicking the hyperlink for the version of interest.