For your convenience, we’ve made available several helpful documents, guides, and forms.

Guide To Estate Planning

Please read the Guide to Estate Planning before your initial interview to give you information concerning the current laws and tools available for your planning.  

Estate Planning Questionnaire

Please complete this questionnaire and bring it and all relevant documents to your first consultation. To fill out the form electronically, please save the form to your computer first and open the document in Adobe or another PDF application before inputting your information.    

Probate Checklist

Please refer to this Checklist for help regarding the required documentation needed from Executors or Trustee’s.


Information and fliers on upcoming and past seminars.  
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