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Estate Planning Worksheet
You will be directed to a secure link to complete a confidential client questionnaire. You will create an account and password, so that you can supplement your information at any time.
Complete your confidential client questionnaire here
Probate Worksheet
Link to the Probate Worksheet in Google Forms:
Trust Administration Worksheet
Link to the Trust Administration Worksheet in Google Forms:
“Frieda Leonard was highly organized and professional. She knew the right questions to ask to help us put together an estate plan that meets not only our immediate needs, but takes care of our descendants after we’re gone. We feel at peace knowing that our affairs are in order!”
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