Individuals Potentially Named in Your Plan
Download and fill the appropriate word document to begin considering the people you would like to designate to serve in your estate plan. These names are only a starting point. We will discuss these selections in detail at your design meeting, and you will have the ability to make changes up until you sign your plan. We found that by considering these selections prior to your initial meeting, the design meeting is much more efficient and effective for you.
Instructions in how to securely send us your completed form are at the bottom of this page.
Securely Send Us Your Completed Document
After you have completed the above form, first save it to your computer, then securely send it to us here: