Resources
Buchanan's Estates & Trusts group strives to make the estate planning process as smooth and efficient as possible. For our clients and for others who are thinking about their estate plans, we have provided the following forms that we use to gather information about assets, loved ones and general wishes.
Should you choose to become a client of the firm, any information that you provide will be treated as confidential.
Forms
These forms can easily be downloaded and printed. |
Articles & Guides |
Confidential Client Personal & Financial Data Sheet
Please choose the form that is applicable to your marital status.
Married Individuals
>> Download PDF
Single Individuals
>> Download PDF
Unmarried Couples
>> Download PDF
Important Information Inventory
>> Download PDF
|
Transferring Assets To Your Revocable Trust
>> Download PDF
The Revocable Living Trust: Is It For Everyone?
>> View Article
Keeping Life Insurance Out of Your Estate
>> View Article
|