These 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 for download :
- Anatomical Gift Form (Microsoft Word)
- Digital Assets Information (Microsoft Word)
- Digital Assets Information (PDF)
- HIPAA Generic Form (Microsoft Word)
- HIPAA Generic Form (PDF)
- Life Insurance Policies & Annuities (Microsoft Word)
- Life Insurance Policies & Annuities (pdf Fillable Form)
- Living Trust Consultation Homework (Microsoft Word)
- Living Trust Consultation Homework (pdf Fillable Form)
- Litherland, Kennedy & Associates, APC, Attorneys at Law Existing Clients Forms
- Client Asset Book (Microsoft Word)
- Client Asset Book (pdf Fillable Form)
- Client Homework (Married) – Name Sheet, Health Care and HIPAA Choices (pdf Fillable Form)
- Client Homework (Unmarried) – Name Sheet, Health Care and HIPAA Choices (pdf Fillable Form)
- Client Estate Plan Review Questionnaire (Microsoft Word)
- Client Estate Plan Review Questionnaire (pdf Fillable Form)
- Estate Planning Letter (Microsoft Word)
- Funding Instructions (pdf)
- Location Lists for Important Papers (Microsoft Word)
- Location Lists for Important Papers (PDF)
- Resignation as Power of Attorney (PDF Fillable Form)
- Resignation as Trustee and Acceptance to Act as Trustee (PDF)
- Schedule A – Unmarried (Microsoft Word)
- Inventory Update For Schedule A (Microsoft Word)
- Schedules A, B, C – Married (Microsoft Word)
- Trustee Directory (Microsoft Word)
- Young Adult Health Care Document Homework (PDF Fillable Form)
- Medi-Cal Planning Forms
