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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 download a PDF form to complete and return to us by email, mail, or through a secure upload link (available upon request), or you may submit the information via an online form.
Estate planning questionnaire
Prefer to fill it out yourself? Click below to download the PDF version of the Estate Planning Questionnaire. You can complete it by hand or electronically and send it back to us.
Want to complete it online instead? 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.)