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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 if you
require an earlier version of Microsoft Word (doc. as opposed to docx).

Probate Worksheet

Link to the Probate Worksheet in Google Forms: 

Probate Worksheet

Trust Administration Worksheet

Link to the Trust Administration Worksheet in Google Forms: 

Trust Administration Worksheet