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Estate Planning and Administration Questionnaires


1. Here are PDF files of two questionnaires for estate planning purposes.

Questionnaire for a single person.

Questionnaire for a married couple.

Please complete the appropriate one before you come in for an appointment for wills, trust planning, and general estate planning.


2. Also, here is a questionnaire to be used to administer an estate.

They are fast downloads on a dialup connection.

Work in Progress April 9, 2006