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Estate Planning Worksheets

Estate Planning Worksheets-Wills

These worksheets request information that is necessary for us to complete your Will. We need to know about you, your family, your beneficiaries, your executor and your estate assets. For your convenience, you may print and complete the worksheets and bring them with you to your appointment.



If you have any questions about these worksheets, please give our office a call at (817) 386-5888 or email us at

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