Estate Planning Worksheet
This form is designed to help you assemble the information which we will need in order to evaluate your estate planning needs and to prepare any documents necessary to fulfill your wishes for your estate. Please complete the form as fully as possible, but if there are some items that you are uncertain about at this time, leave them blank, and we will discuss them during an office conference. This process is really very simple, and this form will save considerable time.
The information requested on this worksheet may seem like none of an attorney’s business, but it is very important that an estate planning attorney understand your present situation and your wishes for the future. This information enables us to plan the estate to accomplish future goals, save on potential tax liability and administrative expenses. If you have any questions while completing the form, please contact our office. You may access the worksheet by clicking on the link below:
Smith Estates & Trusts, LLC serves clients in St. Charles, St. Louis, Warren and Lincoln Counties as well many other areas in Missouri.