Estate Planning Intake Worksheet

For single persons, click HERE to submit your data via our convenient webform.

For married persons, click HERE to submit your estate planning data via our convenient webform.

If you use our webform, your confidential estate planning data will be sent directly to our office and a copy of your data will be emailed to you.

In the alternative, if you would rather not use our convenient webform, you may download a fillable PDF below.  If you use the fillable PDF rather than the webform, you will need to return the completed PDF to our office via upload, email, mail, fax or hand-delivery. To save data in the fillable PDF, please download the PDF and confirm that you are able to save your data to the form before use.

Single Person Estate Planning Intake Fillable PDF

Married Person Estate Planning Intake Fillable PDF

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