CLIENT FORMS

ESTATE PLANNING FORMS

Once you have scheduled a consultation with Mr. Kocian, please use the links below to download our Estate Planning Questionnaire PDF. Please fill out the form and bring the completed questionnaire to your initial consultation.

If you are married, please use our Estate Planning Questionnaire for Married Couples.

 

 

If you are unmarried, fill out our Estate Planning Questionnaire for Individuals.

 

 

PROBATE FORMS

If you are probating an estate with a Last Will and Testament, please use the form below.

 

 

If the estate is Intestate (there is no Will), please fill out the following form to bring to your initial consultation.