Estate & Trust Administration Intake

Please complete this form before your appointment. Do your best - estimates are fine. We will review everything together at your appointment.

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Please complete this form and return it to our office before your appointment. Do your best - estimates are fine. We will review everything together at your appointment.

Type of Matter (Check all that apply)

Type of Matter

About the Person Who Passed Away (Decedent)

MM slash DD slash YYYY
MM slash DD slash YYYY
Decedent - Last Address
Decedent - Marital Status at Death

Legal Documents

MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY

Person in Charge (Executor / Trustee / Administrator)

Person in Charge - Address

Additional Contact (if different)

Financial Advisor & Accountant / CPA

Elder Law and Estate Planning Attorneys

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