Planned Giving Documents
It is most efficient when meeting with a lawyer for the preparation of a will and estate planning that you have on hand information that the lawyer will need to help you. A form which a single person should utilize is as follows: Estate Planning Questionnaire, Single US Citizen
A form which a married couple should utilize is as follows: Estate Planning Questionnaire, Married US Citizens
Click here for a Durable Power of Attorney sample document
Click here for Personal Record and Inventory sample document
