CLIENT FORMS

Estate Planning
and Probate Worksheets

A Collection of Worksheets and checklists to help with our initial Meeting

Planning goals

Wife

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

Estate Planning Worksheet

Single

Informational Questionnaire For A Single Person

Planning goals

Husband

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