Whether we are assisting you with your estate plan or guiding you through the administration of an estate or trust after the loss of a loved one, we require certain background information to be able to assist you.
To the right is a short video prepared by Attorney Herbst and Attorney Nashawaty explaining the rationale behind this.
Below you will find download links to access the organizer in Word or PDF formats, as well as a link to complete the Online Version if that is easier
Estate Planning Organizer
You may also want to read our How To Guide:
“Preparing for your Estate Planning Meeting”
Estate Administration Organizer
You also may find this summary helpful:
“Your First Steps After Loss: Preparing for the Estate Administration Intake Meeting”