If you would like to fill out the Confidential Estate Planning Data Sheet, please request your confidential copy via email (firstname.lastname@example.org), or fill out our Request a Consultation form, and we will email you access to the document.
Please do not worry if you have trouble completing this data sheet. We can assist you!
If completed on the computer (Excel version) the math will be done for you. You may print out the blank form, complete it in ink and sign and return the completed sheets to our office. Or, you can complete the data sheet on your computer, and then email, or print out and sign the completed sheets and return them to our office.