Step 1 of 6

Estate Planning Worksheet - Married Individuals

  • Using this form will assist us in designing an estate plan that meets your goals. All information provided is strictly confidential.
  • Click “submit” when finished. (This form does NOT allow you to partially complete it and return to the form to enter additional information.)

Part I

Personal Information

Client's Full Legal Name
Also Known As
Preferred To Be Called
Birth Date
It is okay to communicate with me via my E-mail Address.
Client’s Spouse or Second Grantor’s Legal Name
Name most often used to title property & accounts
Also Known As
MM slash DD slash YYYY

Employer Information

Employer Address
Marital Status

Call Me or Stop By My Office

I’m a native Midwesterner, having lived most of my life in Minnesota. I would look forward to meeting you, and learning about how I may be of service to you.

  • This field is for validation purposes and should be left unchanged.

By submitting this form, this firm will take no action to protect your interests. Submission of this form does not establish
an attorney-client relationship. Please do not submit any confidential information through this form.