Worksheet | EPLG

Estate Planning Worksheet

Use this worksheet to prepare information for your estate plan.

How to Prepare Information for

Your Estate Plan

Please complete the Estate Planning Worksheet below to prepare information for your estate plan. We will review this worksheet with you during our consultation.

You may skip any portion that you do not know how to answer. Select the SUBMIT button at the end of the form to send it to our office.

This worksheet is confidential, and the data is encrypted for security. Our privacy policy may be found here: Privacy Policy

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General Information

Planning Tools

Grand Rapids, Ann Arbor, and Northville

For assistance please call (616) 361-2432 in Grand Rapids, or (734) 884-3914 in Metro Detroit

Disclaimer: The content of this website is a summary of highly complex legal topics. It is not intended to be used as a substitute for the advice of a qualified attorney. Estate Planning Law Group disclaims any liability to the reader unless an attorney-client relationship is established in writing.

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