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Estate Planning Worksheets

Estate Planning Worksheets

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

OUR OFFICE:
Dymond • Reagor, PLLC
The Edward Building, Suite 1040
8400 E. Prentice Avenue
Greenwood Village, CO 80111

303.793.3400
mail@drc-law.com

HOW TO GET TO OUR OFFICE:

From the South: Follow I-25 North past C470 to exit 199 for Belleview East, following off the exit to the right. At the third light (Ulster), turn right. Ulster turns into Prentice, and the Edward Building is on the right, which is the southwest corner.

From the North: Follow I-25 South to exit 199 for Belleview east. Turn left at the bottom of the exit onto Belleview. At the third light (Ulster) turn right. Ulster turns into Prentice, and the Edward Building is on the right, which is the southwest corner.