ESTATE PLANNING &
TRUST ADMINISTRATION WORKSHEETS

A complete estate plan relies on you to provide a comprehensive picture of your assets, liabilities, and desired bequests.  Please print out the Estate Planning Worksheet, and bring it in with you to your initial appointment.  Click Here to download our latest Estate Planning Worksheet.

Administration of a person's trust or probate estate requires a detailed analysis of the deceased's assets and liabilities. Please print out the Trust Administration Fact Finder, and bring it in with you to your initial appointment. Although it does not need to be completed before we meet, it is helpful to use it as a guide for what files and information you should bring. Click Here to download our latest Trust Administration / Probate Fact Finder Worksheet.