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ALTERNATIVE BILLING ARRANGEMENTS

Client Resources

Estate Planning Forms

For the convenience of our clients, we offer the following estate planning forms for download.

Completing these materials in advance can help make consultations more efficient and allow our team to prepare for the information most relevant to your planning needs.

01

Married Couple

Confidential Estate Planning Data Sheet for married couples preparing information for wills, trusts, and related planning discussions.

Download Form

02

Single Person

Confidential Estate Planning Data Sheet for individual clients who are gathering core personal, family, and asset information in advance.

Download Form

Planning Note

Please complete the applicable form as thoroughly as possible before your meeting. Providing information in advance helps our attorneys focus the conversation, identify key planning considerations, and make your consultation more productive.