Client Forms

Estate Planning Client Forms

• Estate Planning Information Form for Married Couple (fillable on computer)
• Estate Planning Information Form for Married Couple (PDF print then fill)
• Estate Planning Information Form for Single Person (fillable on computer)
• Estate Planning Information Form for Single Person (PDF print then fill)

Please read the Estate Planning Forms page more information about completing our estate planning information form and for answers to frequently asked questions about the forms.  For more information about our estate planning process, please see How To Get Started.

Probate and Trust Administration Client Forms

• Checklist of items to gather for initial estate administration conference (PDF file)

Please read the Probate and Trust Administration Forms page for more information about our checklist for information gathering.

** To download the above files, your computer must have Adobe Acrobat. You may download a free version here (follow the instructions at the link).  To use the fillable form, you will need to use Adobe Acrobat and not Adobe Reader.