Fill out all parts of this questionnaire as appropriate and to the best of your ability and bring it with you to your appointment. Be sure to bring a copy of the following documents to your appointment: Names and Addresses for your desired agents; Deeds for any real estate; Buy-Sell Agreements or other restrictions on your business or partnership; Estate Planning Documents, such as: Existing Wills, Trusts, Financial and Health Care Powers of Attorney and Living Wills. Download HERE.
Fill out all parts of this questionnaire as appropriate and to the best of your ability and bring it with you to your appointment. Be sure to bring a copy of the following documents to your appointment: Death Certificates; Deeds for any real estate; Estate Documents to review, such as: Last Wills, Codicils and/or Trusts; and Statements for any monetary assets. Download HERE.
Have an upcoming appointment? Feel free to fill this out and bring it with you! Download HERE.
Once you have completed your form, click "Save As" and rename the file. To return your completed form to Musial Law Firm, click here to upload: Secure Upload Link
Linked forms are in Adobe Acrobat (PDF) format. Simply click the link in the description of the appropriate form and the form will open in a new tab for you. From this point, you may save the file to your computer or device. For your convenience, all forms are fill-able via your computer via Adobe Acrobat Reader.