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Once you' ve located a prospective estate planning attorney, you' ll need to ask the attorney the following list of questions in order to determine if they' re truly qualified to help you: Is the Attorney' s Primary Focus on Estate Planning? Estate Planning and Will Drafting Forms ( Downloadable) Purchase this package of Estate Planning and Will Drafting Forms # This form is new or has been changed since the prior edition. Please click on the links below to view samples of the forms. Sample forms are for illustrative purposes only. Coach Carson – The Simple Way to Retire Early with Real Estate.
estate planning interview sheet
planning recommendations. If possible, please bring with you to the initial interview the following documentation: 1.