Gift Planning Articles, Information, and Forms

Four Legal Documents that you Should Not live Without: answering these questions:

· Why do I need a Will or Trust?

· How much does it cost?

· How do I get started?

· Can I do everything online?

· If I need help, who should I contact?

 

Wills, Trusts, and Estate Planning explained and made easy  See material explaining these estate planning legal documents.

 

 

FORMS:

 

Estate Planning Worksheet Standard NNEC form for getting the information together to prepare a will.  Feel free to print this form and fill it out prior to visiting with us at the office.

 

Family Information Worksheet A useful worksheet to determine what assets and liabilities each person has

 

Application and Disclosure Form NNEC requires this form be filled out and signed by anyone wishing have assistance with their estate plan