Personal Inventory List

A form to list important assets and their locations.

Will Questionnaire

Questions for use in preparing simple wills and powers of attourney.

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.