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Estate Planning Form


This form is extremely important. Your accuracy and completeness in responding will help me represent you. Please bring this completed form to your appointment.

Your Information


Previous Marriage

Spouse Information


Your Current Address

Referral Information - Who referred you to this office?

Children Information

Children List

Grandchildren List

Dispositive Intentions


Who will server as your Executor?


Who will serve as your Trustee?


If you have a mionor or disabled child/children, whom do you want to act as Guardian?

Health Care Agent

Spouse Health Care Agent

Primary Care Physician

Spouse Primary Care Physician

Financial Power of Attorney

Spouse Financial Power of Attorney


Assets and Liabilities



Personal Residence
(Can be obtained from your tax bill)


Submitting this form generates a PDF document that will be emailed to our office. A copy of the document will be sent to the email you provided above. Please wait until you see a confirmation message appear before exiting this page.

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Office Location

600 Eagleview Blvd.
Suite 300 (3rd Floor)
Exton, PA 19341
For Parking: Please pull around to the front of the building, which is located at the lower section of the parking lot by gazebo and Handicap parking spaces.
With nearly three decades of experience in our field, we put our clients and their families needs first.

Complimentary initial consultation and annual review are included.
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