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1000 Skokie Blvd #320, Wilmette, IL 60091

Forms

Estate Planning Forms Library


PSS LAW ESTATE PLANNING PROCESS

Simple steps we take to protect your assets and create peace of mind.

FORM:  Estate Planning Process Checklist


 

ESTATE PLANNING QUESTIONNAIRES

Comprehensive approach to creating a complete plan.

FORM:  Estate Planning Questionnaire – Individuals

FORM:  Estate Planning Questionnaire – Couples

FOCUSED ON RESULTS

The PSS process takes you through in-depth review needed to create a plan including your living will, powers of attorney, trustee, executor, assets assessment and beneficiaries.

ESTATE PLANNING FEE AGREEMENTS

Explanation of fees and representation keeps our clients informed.

FORM:  Estate Planning Fee Agreement – Individuals

FORM:  Estate Planning Fee Agreement – Couples