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Forms & Checklists

Estate Administration Questionnaire

Estate Planning Questionnaire (Married Couple)

Estate Planning Questionnaire (Individual)

Guardianship Questionnaire

Long Term Care Planning Questionnaire (Married Couple)

Long Term Care Planning Questionnaire (Individual)

Personal Affairs Organizer

Trust Administration Questionnaire

Recent Blog Posts

Feb

What to Do if You Inherit Property Out of State

February 11th, 2019

People move around much more these days than they did decades ago, and are more likely to have rental or vacation property outside the state where they live. These facts, in addition to the reality that children grow up and often move several states… Read More

Jan

Passing Down Items With Sentimental Value

January 30th, 2019

If your house were on fire and you had to escape with only one item, what would it be? For many people, the answer would be an item that might not be terribly valuable—at least by conventional standards: Mom’s rolling pin, Grandpa’s den… Read More

Jan

Choosing an Agent for a Power of Attorney

January 21st, 2019

There’s a fun new game on the market that involves teams of players pretending to be spies, trying to guess the code names of “secret agents” via clues given by a teammate. The players need to pay close attention; choosing the wrong agent could… Read More

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