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