Guides & Forms

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