Estate Planning & Related Forms
Use the menu items below to schedule appointments, or to gain access to many commonly-used forms to help you better organize your estate.
You may fill out the Request for Appointment form online to request an appointment (please make a note in the comment box regarding the type of appointment you need – review appointment, Medi-Cal consultation, or Trust Administration/Probate appointment), and the information will be sent to us. Upon receipt of the information, we will contact you as soon as possible. Other forms are meant for your records or to aide you in maintaining your records - we have made these available in both Adobe's Portable Document Format (PDF) as well as Microsoft Word documents (DOC).
Forms available online :
Forms available for download :
- Client Asset Information Form
- Anatomical Gift Form (PDF)
- Anatomical Gift Form (Microsoft Word)
- Location of Important Papers (PDF)
- Location of Important Papers (Microsoft Word)
- Inventory Update For Schedule A (Microsoft Word)
- Trustee Directory (Microsoft Word)
- Estate Planning Letter (Microsoft Word)
- Estate Planning Letter (PDF)
- Commonly Asked Questions (Microsoft Word)
- Location Lists (Microsoft Word)
- HIPAA Generic Form (Microsoft Word)
- HIPAA Generic Form (PDF)
- Schedules A, B, C – Married (Microsoft Word)
- Schedule A – Unmarried (Microsoft Word)
- Married & Unmarried Life Insurance Schedules
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