Estate Planning Documents

Estate Planning and Will Services - Estate planning services require a scheduled appointment with an attorney.  Appointments are not scheduled beyond two weeks out. The following documents will assist in making estate and will planning easier:

Resources

Dual Representation Waiver

Will Worksheet Instructions

Will Questionnaire- No Spouse/Partner with Children

Will Questionnaire- Spouse/Partner with Children

Will Questionnaire- Single without Children

6 Estate Planning Assumptions to Avoid