The following documents may be downloaded and filled out.  You may email or fax them to us prior to your appointment, or bring them to your appointment.

Downloadable Data Sheets/ Forms

Data Sheet for Couples - client information sheet for couples

Data Sheet for Singles - client information sheet for singles

Data Sheet for Non-Traditional Couples - client information sheet for non-traditional couples

Joint Spousal Representation Engagement Letter - Waiver of Conflict (for married couples)

Joint Representation Engagement Letter - Waiver of Conflict


Downloadable Informational Documents

Utilizing Estate Planning to Minimize Federal Estate Taxes - How to take advantage of the Federal Estate and Gift Tax Exclusion rates.

Estate Planning Issues for Non-Traditional Couples

Trust Funding Instructions


"I cannot recommend Lynette Costa highly enough for the role she played in settling my mother’s estate. She was literally a life saver-she was instrumental in helping me to keep the house that my ..."
(View Entire Testimonial)
~Kathryn S.
View More Testimonials

NOTE - Please contact webmaster if you there is no image here.

home | the firm | practice areas | getting started | for clients | resources | testimonials | contact us

web design by Scarlet's Web LLC