Estate planning - form #1

By filling out the following form, we can identify the documents you will need to properly plan your estate and estimate your overall cost. This information remains confidential, and a lawyer will review the details with you before proceeding to the next step.

Name
Phone #
E-mail address
City
Please check all that apply (Check boxes)
I am married
I have been divorced
I have a child/children
I have a child with disabilities
I own a home
I have a recreational property
I own a business
I want to provide for the education of my grandchildren
I want to plan for my incapacity

Please list any professionals, by their name or company, that you have conducted estate planning with in the past. This could be a lawyer, accountant, bank, credit union, or trust company, among others. “Estate planning” can include a will, trust, or power of attorney.

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