Site Map
- Preparing for First Visit
- Forms to get started
- Questionnaire:
Confidential Client (pdf) - Questionnaire:
Children, Other Relatives & Pets (pdf) - Questionnaire:
In depth questionnaire about ...
Executors, Trustees, Attorney in Fact, Guardians of minor children, Caretakers for Pets, Advanced Health Care Directive, Health/Special Needs, Disinheritance and more. (pdf) - Questionnaire:
Distribution of Property on Death (pdf) - Personal Checklist (pdf)
- Key Advisors (pdf)
- Document Storage (pdf)
- Questionnaire:
- About Working with JR Hastings:
- Lecture Outlines
- Estate Planning 101 (pdf)
Here you will find all of JR Hastings forms to start your estate plan as well as extensive explanation of the process and the forms. - Domestic Partners (Coming Soon)
- Estate Planning 101 (pdf)
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