Resources

New Client Information – Estate Planning

Download this article for a general explanation of our Estate Planning process at Nesbitt Law.

New Client Information – Estate Administration

Download this article for a clear understanding of how we approach Estate Administration.

Document Prep Questionnaire

Download this questionnaire for preparation of wills, durable powers of attorney, health care powers of attorney and living wills.

Estate Planning Questionnaire – Single

Download this questionnaire to collect personal information, beneficiaries, assets and liabilities, death benefits and other additional information to get started.

Estate Planning Questionnaire – Married

Download this questionnaire to collect family information, beneficiaries, assets and liabilities, death benefits and other additional information to get started.

Estate Planning 101

You may have attended various “estate planning” seminars or read a few articles in the paper or on the internet or talked with friends or advisors and now you are ready to move forward in developing your estate plan. Download this document for answers to some frequently asked questions.