Before your first estate planning appointment with us, download, print, and complete as much as you can of this short form. Don't worry about parts you need to discuss with the attorney, but do complete as much as you are comfortable with. This frees valuable time to discuss your situation.

The purpose is to list the contact information all the people involved in your estate plan (such as attorneys, accountants, trustees, executors, agents, administrators or beneficiaries) will need.