Resources2019-01-10T10:01:34+00:00

Resources

This page is a repository of helpful documents available for download, allowing clients to start making plans for their estate or prepare for the administration of a deceased’s estate.

Prior to your first meeting with one of our lawyers, you may be asked to download and complete one of the documents below.

WILL & ESTATE PLANNING GUIDE

The information collected in this guide is the foundation of your Will and Estate plan. It allows you to record your personal and financial information in one place.

Download

ESTATE ADMINISTRATION INFORMATION SHEET

Individuals preparing to administer an estate should collect this information, including the family members of the deceased and extent of estate assets and liabilities.

COMING SOON

MEMORANDUM FOR PERSONAL EFFECTS

This is a template for a non-legally binding memorandum that provides guidance on the distribution of your personal effects. It is highly recommended that you seek our advice on how to use this memorandum properly.

COMING SOON