Estate Planning Worksheets

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Using the estate planning worksheets will assist us in designing an estate plan that meets
your goals.  All information provided is strictly confidential.

EACH OF THE WORKSHEETS IS FILLABLE, SO YOU CAN COMPLETE ONLINE AND SAVE, OR YOU CAN DOWNLOAD A FORM AND FILL IT ELECTRONICALLY USING ANY COMMERCIAL PDF SOFTWARE (ADOBE, ACROBATE, NUANCE, PDF ANNOTATOR, ETC.)
 
Please return the appropriate, completed worksheet to our office via e-mail, U.S. mail or
fax prior to your appointment.  Simply click the appropriate link below, fill in the requested
information, save and email to marylou@drc-law.com


The forms below allow you to provide the firm relevant information to assist in planning.  The information you provide will be held confidentially by the firm and will not provided to any other person.  PLEASE NOTE THAT WE CANNOT AND DO NOT REPRESENT YOU (NO ATTORNEY CLIENT RELATIONSHIP EXISTS) until you and the firm enter into a written fee agreement approved and signed by both the firm and you.  At that point, you will be a firm client.

If you are MARRIED, click here
                                       

If you are SINGLE, click here.

For long-term care planning worksheet, click here.

For third-party special needs trust planning worksheet, click here.