Please complete a worksheet 24 hours prior to your appointment.
Estate Planning Worksheet
Links to the most recent Microsoft Word version of the Estate Planning worksheet (Docx)*:
Word Document for single individual
Word Document for married couple
Links to the Estate Planning Worksheet in Google Forms:
Google Form Worksheet for single individual
Google Form Worksheet for married couple
*Please reach out to Sandra@leonardlawplanning.com if you
require an earlier version of Microsoft Word (doc. as opposed to docx).
Link to the Probate Worksheet in Google Forms:
Trust Administration Worksheet
Link to the Trust Administration Worksheet in Google Forms: