This page has the documents you need to fill out during the planning process. (It also has some helpful reference documents, as well.)


Wills and Trusts

Personal Information Form (return before Initial Meeting)

Documents Checklist (needed after we get started on Living Trust planning)

10 Qualities of a Good Estate Plan (Newsletter explaining what makes a good estate plan)


Personal Information Form (Long-Term Care)

Document Checklist

A Nursing Home Case Study: How we saved one family $100,000

Veterans Benefits

Personal Information Form (Long-Term Care)

VA Document Checklist

Veterans Benefits: Who Qualifies and For How Much

Death of a Loved One (Probate and Trust Administration)

Personal Information Form (Probate and Trust Administration)

Checklist: What to do when a loved one dies

As always, please feel free to contact us with any questions you may have or just to speak with someone and get more information. You can reach our offices at 217-726-9200 or by email at