Client Forms

Estate Planning Questionnaire for Couples
This questionnaire is designed to help us gather the basic and financial information needed to work with new and returning clients to identify their estate planning goals, and identify for discussion key assets, individuals and issues.

Long Term Care Questionnaire
This questionnaire is designed to help us gather the information necessary to plan to protect your assets (or those of a family member or friend) against the expenses of long term care.

Decedent's Estate Organizer
This form package is designed to gather information critical in administering an individuals trust or estate after their death. This form is designed to be used for both probate and trust administration cases.

Presentation Materials "Seven Sins" Estate Planning Mistakes and How to Avoid Them
These materials provide an introduction to estate planning accompany one of Attorney Weissler's more popular group presentations. This presentation was video taped on March 11, 2015 as given to a substantial group (200+) preparing for retirement and can be found at http://youtu.be/FTuPHlFXBVk