Estate Planning Forms
Family Tree Estate Planning Checklist:
- CALL to make an appointment for your free consultation with Family Tree Estate Planning at (602) 795-8000.
- Fill out the client estate planning information form the best you can prior to your appointment.
- Please have a copy of the “grant deed” for any real estate you own ready for your appointment. If you can’t locate your deed, we can wait for your deed until just prior to the preparation of your documents.
- We do not need copies of your bank or financial statements or insurance policies.
- At your initial consultation (which is always FREE and without obligation) we will discuss the basics of estate planning and how it relates to your specific situation and for your family.
- Once we agree on how to proceed, we will then make an appointment with you to go over your estate planning documents. If you are satisfied with your documents, we will execute your documents and have your signatures notarized.
CLICK on Any Form Below To Download or Print
Please fill out this form prior to your initial consultation with an Estate Planning consultant at Family Tree Planning to help gather all information needed:
Client Information Form - Living Trust for Married Couple
Client Information Form - Living Trust for Single Person
Additional Forms & Information for Estate Plans with Minor Children:
Temporary Guardianship Authorization for Care of Minor Children
Medical Authorization Form For Minor Children
Child Care Authorization Form & Agreement
