{"id":3854,"date":"2026-05-17T00:08:05","date_gmt":"2026-05-17T00:08:05","guid":{"rendered":"https:\/\/barlensogt.barlen.com\/?page_id=3854"},"modified":"2026-05-21T22:25:47","modified_gmt":"2026-05-21T22:25:47","slug":"estate-planning-forms","status":"publish","type":"page","link":"https:\/\/barlensogat.tempserver4.org\/?page_id=3854","title":{"rendered":"Estate Planning Forms"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(0,0,0,0.6)&#8221; background_image=&#8221;https:\/\/barlensogat.tempserver4.org\/wp-content\/uploads\/2026\/05\/internal-banner2025-1.jpg&#8221; background_blend=&#8221;overlay&#8221; custom_padding=&#8221;120px||120px||true|false&#8221; custom_padding_tablet=&#8221;150px||150px||true|false&#8221; custom_padding_phone=&#8221;100px||100px||true|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;1440px&#8221; custom_padding=&#8221;0px||0px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_heading title=&#8221;ALTERNATIVE BILLING ARRANGEMENTS&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; title_font=&#8221;Lato|700||on|||||&#8221; title_text_align=&#8221;center&#8221; title_text_color=&#8221;#FFFFFF&#8221; title_font_size=&#8221;35px&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||10px||false|false&#8221; border_color_bottom=&#8221;#FFFFFF&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_heading][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_class=&#8221;sogt-estate-page&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_css_free_form=&#8221;\/* ==================================================||   Estate Planning Forms Layout + Reusable Sidebar Blog||   ================================================== *\/||.sogt-estate-page {||  padding: 42px 0 68px;||  background:||    radial-gradient(circle at top left, rgba(49, 93, 143, 0.09), transparent 28%),||    radial-gradient(circle at bottom right, rgba(49, 93, 143, 0.05), transparent 24%),||    linear-gradient(180deg, #f5f8fc 0%, #eef4fa 100%);||}||.sogt-estate-page .et_pb_row {||  width: min(1280px, calc(100% &#8211; 32px));||  max-width: 1280px;||  display: grid;||  grid-template-columns: minmax(0, 1.86fr) minmax(320px, 0.8fr);||  gap: 30px;||  align-items: start;||}||.sogt-estate-page .et_pb_column { width: 100% !important; margin: 0 !important; }||.sogt-estate-copy.et_pb_text { margin-bottom: 0 !important; }||.sogt-estate-copy .et_pb_text_inner {||  position: relative;||  padding: 34px;||  background: linear-gradient(180deg, rgba(255,255,255,.985) 0%, rgba(255,255,255,.95) 100%);||  border: 1px solid rgba(148, 163, 184, 0.18);||  border-radius: 28px;||  box-shadow: 0 22px 52px rgba(15, 23, 42, 0.09);||  overflow: hidden;||}||.sogt-estate-copy .et_pb_text_inner::before {||  content: &#8221;;||  position: absolute;||  inset: 0;||  background:||    radial-gradient(circle at 18% 14%, rgba(255,255,255,.84) 0%, rgba(255,255,255,.34) 24%, rgba(255,255,255,0) 44%),||    radial-gradient(circle at 80% 26%, rgba(49,93,143,.06) 0%, rgba(49,93,143,.02) 22%, rgba(255,255,255,0) 44%);||  pointer-events: none;||}||.sogt-estate-copy .et_pb_text_inner::after {||  content: &#8221;;||  position: absolute;||  right: -90px;||  bottom: -110px;||  width: 320px;||  height: 320px;||  border-radius: 50%;||  background: radial-gradient(circle, rgba(222,230,240,.55) 0%, rgba(222,230,240,.16) 42%, rgba(255,255,255,0) 72%);||  pointer-events: none;||}||.sogt-estate-shell { position: relative; z-index: 2; }||.sogt-estate-eyebrow {||  display: inline-block; margin-bottom: 14px; color: #315d8f; font-size: 12px; font-weight: 700; letter-spacing: .18em; text-transform: uppercase;||}||.sogt-estate-shell h1 {||  margin: 0 0 18px; color: #16324e; font-family: Georgia, serif; font-size: 46px; line-height: 1.04; font-weight: 700; letter-spacing: -.03em;||}||.sogt-estate-rule {||  width: 78px; height: 4px; margin-bottom: 24px; border-radius: 999px; background: linear-gradient(90deg, #c2875a 0%, #e4c5aa 100%);||}||.sogt-estate-intro {||  display: grid; grid-template-columns: minmax(0, 1.25fr) minmax(220px, 0.55fr); gap: 24px; align-items: stretch; margin-bottom: 28px;||}||.sogt-estate-lead p {||  margin: 0 0 14px; color: #475569; font-size: 17px; line-height: 1.9;||}||.sogt-estate-lead p:last-child { margin-bottom: 0; }||.sogt-estate-badge {||  position: relative; padding: 22px 20px; background: linear-gradient(180deg, #234b77 0%, #17385d 100%); border-radius: 22px; color: #fff; box-shadow: 0 18px 36px rgba(23, 56, 93, 0.18); overflow: hidden;||}||.sogt-estate-badge::before {||  content: &#8221;; position: absolute; inset: auto -42px -42px auto; width: 180px; height: 180px; border-radius: 50%; background: radial-gradient(circle, rgba(255,255,255,.22) 0%, rgba(255,255,255,.04) 42%, rgba(255,255,255,0) 72%);||}||.sogt-estate-badge-kicker {||  position: relative; display: block; margin-bottom: 10px; color: rgba(255,255,255,.76); font-size: 11px; font-weight: 700; letter-spacing: .18em; text-transform: uppercase;||}||.sogt-estate-badge-title {||  position: relative; margin: 0 0 10px; color: #fff; font-family: Georgia, serif; font-size: 26px; line-height: 1.14; font-weight: 700;||}||.sogt-estate-badge-copy {||  position: relative; margin: 0; color: rgba(255,255,255,.88); font-size: 14px; line-height: 1.72;||}||.sogt-estate-grid {||  display: grid; grid-template-columns: repeat(2, minmax(0, 1fr)); gap: 18px; margin-top: 8px;||}||.sogt-estate-card {||  position: relative; padding: 24px 22px; border-radius: 22px; border: 1px solid rgba(148, 163, 184, 0.18); background: linear-gradient(180deg, #ffffff 0%, #f9fbfe 100%); box-shadow: 0 14px 34px rgba(15, 23, 42, 0.06);||}||.sogt-estate-card::before {||  content: &#8221;; position: absolute; left: 22px; top: 0; width: 56px; height: 4px; border-radius: 999px; background: linear-gradient(90deg, #c2875a 0%, #e4c5aa 100%);||}||.sogt-estate-doc {||  display: inline-flex; align-items: center; justify-content: center; width: 46px; height: 46px; margin-bottom: 16px; border-radius: 14px; background: linear-gradient(135deg, rgba(49,93,143,.12) 0%, rgba(49,93,143,.06) 100%); color: #315d8f; font-size: 22px; font-weight: 700;||}||.sogt-estate-card h3 {||  margin: 0 0 10px; color: #17324f; font-size: 24px; line-height: 1.16; font-weight: 700; font-family: Georgia, serif;||}||.sogt-estate-card p { margin: 0 0 18px; color: #5b6778; font-size: 15px; line-height: 1.78; }||.sogt-estate-button {||  display: inline-flex; align-items: center; justify-content: center; min-width: 190px; padding: 14px 24px; border-radius: 12px; background: linear-gradient(135deg, #1f4d7d 0%, #17385f 100%); color: #fff !important; font-size: 13px; font-weight: 700; letter-spacing: .12em; text-transform: uppercase; text-decoration: none !important; box-shadow: 0 14px 30px rgba(23, 56, 95, 0.20);||}||.sogt-estate-note {||  margin-top: 26px; padding: 22px 24px; border-radius: 22px; background: linear-gradient(180deg, #fffaf5 0%, #fff 100%); border: 1px solid rgba(194, 135, 90, 0.24); box-shadow: 0 12px 28px rgba(194, 135, 90, 0.08);||}||.sogt-estate-note-title {||  display: block; margin: 0 0 12px; color: #8f5a35; font-size: 12px; font-weight: 700; letter-spacing: .16em; text-transform: uppercase;||}||.sogt-estate-note p { margin: 0; color: #5f6774; font-size: 15px; line-height: 1.85; }||.sogt-estate-page .et_pb_column_2_5 { position: sticky; top: 24px; }||.sogt-sidebar-blog.et_pb_blog_grid_wrapper { margin-top: 6px; }||.sogt-sidebar-blog article.et_pb_post {||  background: #fff; border: 1px solid rgba(148, 163, 184, 0.16); border-radius: 20px; overflow: hidden; box-shadow: 0 14px 36px rgba(15, 23, 42, 0.06); margin: 0 0 18px; transition: transform 0.22s ease, box-shadow 0.22s ease, border-color 0.22s ease;||}||.sogt-sidebar-blog article.et_pb_post:hover {||  transform: translateY(-2px); box-shadow: 0 20px 44px rgba(15, 23, 42, 0.10); border-color: rgba(49, 93, 143, 0.22);||}||.sogt-sidebar-blog .et_pb_image_container { margin: 0; aspect-ratio: 16 \/ 10; overflow: hidden; background: #dbe7f4; }||.sogt-sidebar-blog .et_pb_image_container img { width: 100%; height: 100%; object-fit: cover; display: block; }||.sogt-sidebar-blog .entry-title { margin: 0; padding: 16px 16px 8px; font-size: 18px; line-height: 1.35; font-weight: 700; }||.sogt-sidebar-blog .entry-title a { color: #17324f; text-decoration: none; }||.sogt-sidebar-blog .entry-title a:hover { color: #315d8f; }||.sogt-sidebar-blog .post-content { padding: 0 16px 18px; color: #64748b; font-size: 14px; line-height: 1.7; }||.sogt-sidebar-blog .more-link { display: inline-block; margin-top: 10px; color: #315d8f; font-weight: 700; text-decoration: none; }||.sogt-sidebar-blog .more-link:hover { text-decoration: underline; }||@media (max-width: 980px) {||  .sogt-estate-page { padding: 28px 0 54px; }||  .sogt-estate-page .et_pb_row { width: min(100% &#8211; 22px, 1280px); grid-template-columns: 1fr; gap: 24px; }||  .sogt-estate-intro, .sogt-estate-grid { grid-template-columns: 1fr; }||  .sogt-estate-page .et_pb_column_2_5 { position: static; }||}||@media (max-width: 767px) {||  .sogt-estate-copy .et_pb_text_inner { padding: 26px 20px 28px; border-radius: 20px; }||  .sogt-estate-shell h1 { font-size: 36px; }||  .sogt-estate-lead p, .sogt-estate-card p, .sogt-estate-note p { font-size: 15px; line-height: 1.8; }||  .sogt-estate-card h3 { font-size: 23px; }||  .sogt-estate-button { width: 100%; min-width: 0; }||  .sogt-sidebar-blog .entry-title { font-size: 16px; }||  .sogt-sidebar-blog .post-content { font-size: 13px; }||}||||||||.et_pb_gutters3 .et_pb_column_2_5 .et_pb_blog_grid .column.size-1of1 .et_pb_post, .et_pb_gutters3 .et_pb_column_2_5 .et_pb_grid_item, .et_pb_gutters3 .et_pb_column_2_5 .et_pb_shop_grid .woocommerce ul.products li.product, .et_pb_gutters3 .et_pb_column_2_5 .et_pb_widget, .et_pb_gutters3.et_pb_row .et_pb_column_2_5 .et_pb_blog_grid .column.size-1of1 .et_pb_post, .et_pb_gutters3.et_pb_row .et_pb_column_2_5 .et_pb_grid_item, .et_pb_gutters3.et_pb_row .et_pb_column_2_5 .et_pb_shop_grid .woocommerce ul.products li.product, .et_pb_gutters3.et_pb_row .et_pb_column_2_5 .et_pb_widget {||    width: 100%;||    margin-bottom: 2.986%;||}||||||||||||\/* =========================================||   Estate Planning Forms &#8211; Equal Height Patch||   ========================================= *\/||||.sogt-estate-page .et_pb_row {||  align-items: stretch;||}||||.sogt-estate-page .et_pb_column {||  display: flex;||  flex-direction: column;||}||||.sogt-estate-page .sogt-estate-copy,||.sogt-estate-page .sogt-sidebar-blog {||  height: 100%;||}||||.sogt-estate-page .sogt-estate-copy .et_pb_text_inner {||  height: 100%;||  display: flex;||  flex-direction: column;||}||||.sogt-estate-page .sogt-estate-shell {||  flex: 1 1 auto;||  display: flex;||  flex-direction: column;||}||||.sogt-estate-page .sogt-estate-grid {||  align-items: stretch;||}||||.sogt-estate-page .sogt-estate-card {||  height: 100%;||  display: flex;||  flex-direction: column;||}||||.sogt-estate-page .sogt-estate-card p {||  flex: 1 1 auto;||}||||.sogt-estate-page .sogt-estate-note {||  margin-top: auto;||}||||.sogt-estate-page .sogt-sidebar-blog.et_pb_blog_grid_wrapper {||  height: 100%;||}||||.sogt-estate-page .sogt-sidebar-blog .et_pb_blog_grid,||.sogt-estate-page .sogt-sidebar-blog .et_pb_ajax_pagination_container,||.sogt-estate-page .sogt-sidebar-blog .et_pb_salvattore_content {||  height: 100%;||}||||@media (max-width: 980px) {||  .sogt-estate-page .et_pb_column {||    display: block;||  }||||  .sogt-estate-page .sogt-estate-copy .et_pb_text_inner,||  .sogt-estate-page .sogt-estate-shell,||  .sogt-estate-page .sogt-sidebar-blog.et_pb_blog_grid_wrapper {||    height: auto;||  }||||  .sogt-estate-page .sogt-estate-note {||    margin-top: 26px;||  }||}&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;3_5,2_5&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;1440px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Estate Planning Forms Copy&#8221; module_class=&#8221;sogt-estate-copy&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div class=\"sogt-estate-shell\">\n<div class=\"sogt-estate-eyebrow\">Client Resources<\/div>\n<h1>Estate Planning Forms<\/h1>\n<div class=\"sogt-estate-rule\"><\/div>\n<div class=\"sogt-estate-intro\">\n<div class=\"sogt-estate-lead\">\n<p>For the convenience of our clients, we offer the following estate planning forms for download.<\/p>\n<p>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.<\/p>\n<\/div>\n<aside class=\"sogt-estate-badge\"><span class=\"sogt-estate-badge-kicker\">Quick Access<\/span><\/p>\n<h3 class=\"sogt-estate-badge-title\">Prepared Forms, Clear Next Steps<\/h3>\n<p class=\"sogt-estate-badge-copy\">Download the form that fits your situation and bring completed information to your estate planning discussion.<\/p>\n<\/aside>\n<\/div>\n<div class=\"sogt-estate-grid\">\n<div class=\"sogt-estate-card\">\n<div class=\"sogt-estate-doc\">01<\/div>\n<h3>Married Couple<\/h3>\n<p>Confidential Estate Planning Data Sheet for married couples preparing information for wills, trusts, and related planning discussions.<\/p>\n<p><a class=\"sogt-estate-button\" href=\"#\">Download Form<\/a><\/div>\n<div class=\"sogt-estate-card\">\n<div class=\"sogt-estate-doc\">02<\/div>\n<h3>Single Person<\/h3>\n<p>Confidential Estate Planning Data Sheet for individual clients who are gathering core personal, family, and asset information in advance.<\/p>\n<p><a class=\"sogt-estate-button\" href=\"#\">Download Form<\/a><\/div>\n<\/div>\n<div class=\"sogt-estate-note\"><span class=\"sogt-estate-note-title\">Planning Note<\/span><\/p>\n<p>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.<\/p>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blog fullwidth=&#8221;off&#8221; posts_number=&#8221;3&#8243; show_more=&#8221;on&#8221; show_author=&#8221;off&#8221; show_date=&#8221;off&#8221; show_categories=&#8221;off&#8221; show_pagination=&#8221;off&#8221; admin_label=&#8221;Blog&#8221; module_class=&#8221;sogt-sidebar-blog&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; custom_css_main_element_last_edited=&#8221;on|tablet&#8221; include_categories=&#8221;7&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_blog][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Client ResourcesEstate Planning FormsFor 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.Quick AccessPrepared Forms, Clear Next StepsDownload the form that fits your situation and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-3854","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/barlensogat.tempserver4.org\/index.php?rest_route=\/wp\/v2\/pages\/3854","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/barlensogat.tempserver4.org\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/barlensogat.tempserver4.org\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/barlensogat.tempserver4.org\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/barlensogat.tempserver4.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3854"}],"version-history":[{"count":7,"href":"https:\/\/barlensogat.tempserver4.org\/index.php?rest_route=\/wp\/v2\/pages\/3854\/revisions"}],"predecessor-version":[{"id":3933,"href":"https:\/\/barlensogat.tempserver4.org\/index.php?rest_route=\/wp\/v2\/pages\/3854\/revisions\/3933"}],"wp:attachment":[{"href":"https:\/\/barlensogat.tempserver4.org\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3854"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}