Resources
Archived Newsletters
- December 2008 :: Estate Planning Checkup
- November 2008
- August 2008
- June 2008
- April 2008
- March 2008
- February 2008
- January 2008
- December 2007
- November 2007
- October 2007
- September 2007
- June 2007
Forms to Get Started
- Questionnaire:
Confidential Client (pdf) - Questionnaire:
Children, Other Relatives, and Pets (pdf) - Questionnaire:
In-depth questionnaire about . . .
executors, trustees, attorneys-in-fact, guardians of minor children, caretakers for pets, Advance Health Care Directives, health/special needs, disinheritance, and more. (pdf) - Questionnaire:
Distribution of Property on Death (pdf) - Personal Checklist (pdf)
- Key Advisors (pdf)
- Document Storage (pdf)
Lectures
- Estate Planning 101 (pdf)
- Domestic Partners - Coming Soon (pdf)
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