Estate planning resources

Replacement forms

Resources for clients are blank or replacement supplemental forms for clients who have completed an estate plan through our office. Instructions for use of these blank forms can be found in your estate plan guide.

 

These forms should not be used except as specifically noted in your estate plan guide. Do not use these forms if you have not completed a plan through our office. 

Personal Property Memorandum
This is a blank replacement memorandum for personal property.
Personal Property Memorandum.pdf
Adobe Acrobat document [7.0 KB]
Asset List
This is a blank replacement asset list. Consult your estate plan guide for instructions on using this list.
Asset List.pdf
Adobe Acrobat document [7.3 KB]
Health Care Power Addendum A
This is a blank replacement for Addendum A to your health care power, which has contact information for your health care agents.
Addendum A to Power of Attorney for Heal[...]
Adobe Acrobat document [18.1 KB]
Health Care Power Addendum B
This is a blank replacement for Addendum B to your health care power, which allows you to provide written instructions to your health care agents.
Addendum B to Power of Attorney for Heal[...]
Adobe Acrobat document [21.6 KB]

Health care wishes form

Please follow the link for the "your life, your choices" booklet. This document is a workbook that allows you to provide more detailed guidance than is found on Addendum B to your health care power.

 

For clients who opt to use this resource, we recommend using the applicable pages of the workbook as a replacement to Addendum B and providing copies to your agents.

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