CLIENT WORKSHEETS

The client worksheets will help us both obtain the proper information to begin your case. Please fill out the documents as thoroughly as possible before our meeting. Please note that the link will open to a secure form on wufoo.com.

Estate Planning Client Worksheet

This is for individuals who are interested in obtaining a Will, Power of Attorney, and related documents. If you are a married couple each person needs to complete one but you may answer “same as [spouse]” for any items where your answers are the same.

Estate Planning Worksheet – Part 1

Estate Planning Worksheet – Part 2

Download Paper Copy

Guardianship Client Worksheet

This is for individuals interested in seeking to be appointed guardian to manage the care and/or estate of a loved one.

Guardianship Worksheet

WHETHER YOU NEED A WILL, OR NEED TO PROBATE A WILL, CALL BRIAN HILL.