Resources

Resources
Client Information Form

Basic client information.

Affidavit of Heirship Worksheet

Worksheet for preparation of an Affidavit of Heirship (real estate transactions).

Checklist for Probate Inventory & Federal Tax Return (706)

Checklist of necessary information for preparation of a 706 Estate Tax Return.

Executor’s Memo

Executor’s Memo, Duties of an executor and steps in the administration of an estate.

Probate Information Form

Information for completing probate action.