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Estate Planning Document Center

As a service to our clients, we offer several downloadable documents that may be useful in your estate plan. You will be instructed by one of our attorneys if a particular document is needed.

Acrobat ReaderAll printable documents are in PDF format and require Adobe Acrobat Reader to view the information.

All editable documents are in RTF format and can be edited with any common word processing program such as Microsoft Word, Corel WordPerfect, or WordPad.

NOTE: These documents are only to be used under explicit instruction from attorneys in the estate planning department of Cornetet, Meyer, Rush & Kirzner.

Confidential Personal Information Worksheet
This worksheet provides you with a list of all the information you will need to bring to your first meeting. You may download a PDF version of the document or complete a secure, encrypted form and submit the information online.
5 pages. File size 23K.
   

Family Estate Plan Questionnaire
This questionnaire provides us with all the information we need to prepare your first estate plan. You may download a PDF version of the document or complete a secure, encrypted form and submit the information online.
13 pages. File size 63K.
   
  Financial Data Records
Records important financial information such as personal debtors and creditors, bank accounts, securities, U.S. savings bonds, tangible personal property, life insurance, disability insurance, IRAs, real estate, and other assets. This list should help your family in locating assets at the time of your death or if you become incompetent.
9 pages. File size 17K.
   
  HIPAA Release
This release form can be used to comply with the Health Insurance Portability and Accounting Act of 1996 (HIPAA).
1 page. File size 41K.
   
  Personal Record Book
This document helps you organize all your valuable papers, important information, and records of possessions in one convenient place. Topics include location of important documents and certificates and plans for funeral and/or memorial services.
20 pages. File size 40K.
   

  Change of Address Form
A single form to update contact information on a Durable Power of Attorney for Health Care and Living Will.
1 page. 53K.