These documents are tools for you to use for your appointments with our office.  We will work with you, answer your questions, and help you complete each document, if needed.

Checklist of Documents Needed for Medicaid Application

Checklist of Documents to Bring to your 1st Appointment

Digital Assets Memorandum

Estate Planning Questionnaire for 1st Appointment

Financial Statement for 1st Meeting

Funeral Request

Guidelines for Original Trustee

Guidelines for Successor Trustee

Health Care Power of Attorney Information

How to Settle an Estate

Letter of Intent to Assist Guardian

Memorandum Disposing of Tangible Personal Property

Transfer Green Bay Packers season Tickets