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Welcome!
This page provides the forms you will need to begin or update your estate planning with our firm. You may submit the information via an online form or you may download a PDF form to complete and return to us by email, mail, or through a secure upload link (available upon request).
Estate planning questionnaire
Want to fill it out yourself instead? Click below to download the PDF version of the Estate Planning Questionnaire. You can complete it at your convenience and send it back to us.
Prefer to complete it online? Click below to access and securely submit the Estate Planning Questionnaire through our online form.
Child information FORM
(For existing clients to share updated information about their children.)
Other Beneficiary & fiduciary information Form
(For existing clients to provide or update information regarding any non-descendant beneficiaries and/or fiduciaries.)