Client Information Forms

You can complete the entry of the information which we will need to prepare a draft of the various forms included in your estate planning package using these forms.

The information you provide will be sent through standard e-mail.  Please note that all e-mail is subject to security concerns and we cannot guarantee its confidentiality before it reaches our office.

These pages are for clients who have already ordered and paid for their package of documents.  If you have not yet placed your order, click here to do so.

A draft of the completed documents will be sent to you by e-mail at the address you provide.

Thank you for selecting us to help serve your legal needs.

(To complete these forms, you must have Acrobat Reader 7 or above (FREE) Download here

Forms for Complete Document Sets

• Click here for Individuals filling out information for all documents.

• Unmarried couples and married couples who want SEPARATE trusts  filling out information for all documents use the individual form set above for each of you.

• Married Couples using a marital trust click here filling out information for all documents.

• Domestic Partners registered with the State of California

• Starter Set Clients (Will only) .

Partial forms

• Click here if you want to fill in the information only for the Health Care Directive and the Power of Attorney for Financial Matters.

• Click here if you want to fill in the information for one person for a trust and will only.

All information is confidential and subject to the attorney-client privilege.