Forms

Wills, Trusts, & Estate Planning

If you scheduled an appointment for a Wills, Trusts, & Estate Planning consultation, please download, complete and bring the Estate Planning Questionnaire with you to your appointment.  If you are married or have a life partner, you will also need to download and complete the Supplemental Spouse/Partner Estate Planning Questionnaire.

Estate Planning Questionnaire

Supplemental Spouse/Partner Estate Planning Questionnaire

Probate, Trusts, & Estate Administration

If you scheduled an appointment for a Probate, Trusts, & Estate Administration consultation, please download, complete and bring the Estate Administration Questionnaire with you to your appointment.

Estate Administration Questionnaire

Estate & Inheritance Tax

If you scheduled an appointment for an Estate and Inheritance Tax consultation, please download, complete and bring the Estate and Inheritance Tax Questionnaire with you to your appointment.

Estate & Inheritance Tax Questionnaire