Useful Estate Planning

Forms & Resources

Download these forms in advance to help us make the most of your meeting. 

5 Important Forms to Prepare for Your Consultation

Funeral Planning Declaration Form

A Funeral Planning Declaration allows you to designate a person to carry out your wishes and allows you to specify what those wishes are. Under the law your designee is required to carry out those plans unless they are totally impossible or impractical. The document must be signed and properly witnessed to be valid. In addition, you must provide funding for the declaration to be valid.

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Indiana Post Form

The Indiana Physician Orders for Scope of Treatment "POST" form provides medical professionals with your goals of care and desired medical interventions based on your current health situation. You may revise or revoke those directions when you have more information or if your health situation changes.

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Personal Information Packet

Prior to our initial meeting please download, print & fill-out this Information Packet which will aid our attorneys in offering the most optimal estate planning for your family's needs.

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Client Intake

Form

Prior to our initial meeting please download, print & fill-out this Client Intake Form which will designate your ideal choices for the individuals managing your estate.

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Family Tree

Form

Prior to our meeting please download, print & fill-out this Family Tree which will indicate to our attorney's all the potential beneficiaries for your estate.

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