Informational Documents

• Considerations for Preparing a Basic Will
• Instructions to Personal Representative
• Life Estates
• Tips to Avoid the Probate Process
• What Should I Know Now That I Have a Will
• TODD Beneficiary Instructions
• Transfer on Death Deed Information
• What is a Power of Attorney
• What to Do with My Health Care Directive

Estate Planning Consultation Forms

• Estate Planning Worksheet (Will-POA-HCD)
• Estate Plan Update Intake Form
• Distribution of Personal Property
• Assets Form

• Client Intake Form (General)

• Simple Real Estate Intake Sheet
• Real Estate Information Form
• Real Estate Brochure
• Pine County Septic Inspectors/Designers/Installers/Maintainers
• Chisago County Septic Designers/Installers/Maintainers
• Homestead Application