CLIENT FORMS

Estate Planning
and Probate Worksheets

A collection of worksheets and checklists to help with our initial meeting.

 

Planning goals

Spouse

A thought provoking ranking worksheet of your planning goals and concerns.

 

Estate Planning Worksheet

Single

Informational questionnaire for a single person

 

Planning Goals

Spouse

A thought provoking ranking worksheet of your planning goals and concerns.

 

Estate Planning Worksheet

Married

Informational questionnaire for a married couple

 

Probate Organizer

Probate and Trust Administration

A helpful checklist to gather important items for our first meeting.

Medicaid Organizer

Medicaid/Long Term Care

Informational questionnaire and helpful checklist of documents needed.

Call Us: (774) 275-0158

” My Clients are my #1 priority. Thank for taking the time to choose McClure Law Office to take care of all of your probate and estate planning needs