FAQs

Estate Planning
Estate Taxes
Living Trusts
Planning for Incapacity
Special Needs Planning

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Name*

First Last

Phone Number*

Email Address*

Type of Matter

Estate Planning

Trust and Probate Administration

VA and/or Medi-Cal Benefits

Estate Planning

New Trust

Update Trust

Metlife Eligibility ID#

ARAG Case Assist #

Do You Own Your Home?

Yes

Approximate Total Assets? $

Name of Decendent

Date of Death

Relationship to you

Residential address of Decedent

Street Address Address Line 2 City State ZIP Code

Did Decedent own the residence?

Yes

Date of Trust, if any

Approximate total assets? $

Name of Trustee(s)

First Last

Name of Claimant

First Last

Relationship to you

Total gross monthly income $

Approximate total assets? $

Name (Robots)

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