Preserve your legacy

Questionnaires

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Estate Planning Questionnaire - Single Individual (pdf)

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Estate Planning Questionnaire - Opposite Sex Couple (pdf)

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Estate Planning Questionnaire - Same Sex Couple (pdf)

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Probate Questionnaire (pdf)

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LLC Formation Questionnaire (pdf)

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Checklists

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End of Life Planning Checklist (pdf)

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Post-Mortem Checklist (pdf)

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Articles

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Qualified Personal Residence Trust (QPRT) - Freezing the Summer Home (pdf)

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Spousal Lifetime Access Trust (SLAT) - A Perfect Opportunity (pdf)

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Florida Land Trusts - When Privacy Matters (pdf)

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