St. Louis Estate Planning LLC
Home
About Us
Contact Us/Booking
Plans & Prices
Client Forms
FAQs
Testimonials
Team Approach
St. Louis Estate Planning LLC
Home
About Us
Contact Us/Booking
Plans & Prices
Client Forms
FAQs
Testimonials
Team Approach
More
  • Home
  • About Us
  • Contact Us/Booking
  • Plans & Prices
  • Client Forms
  • FAQs
  • Testimonials
  • Team Approach

  • Home
  • About Us
  • Contact Us/Booking
  • Plans & Prices
  • Client Forms
  • FAQs
  • Testimonials
  • Team Approach

CLIENT FORMS

FILLABLE CONFIDENTIAL CLIENT QUESTIONNAIRE

After your first meeting is scheduled, please download and complete this Confidential Client 

Questionnaire.  It will give us some background on your personal situation and allow for a smooth and productive meeting.  When finished, please mail it to our office or email it to us at: Emily@STLEstate.com.


*** Notice:   When working with fillable forms (such as the Questionnaire below), please save the document to your computer first, enter your information, resave  it, and then email the completed version to us.  If you work with it in a web browser, you may lose the information you enter.  ***

Fillable Estate Planning Questionnaire (pdf)Download

LEGAL DESCRIPTION - OVERVIEW

When looking for your legal description of your property so that we can draft a deed, please refer to the document below for information, tips and examples. 

Legal Description Overview (pdf)Download

ST. LOUIS ESTATE PLANNING BROCHURE

Please download our brochure below for more information on our offerings and pricing. 

St. Louis Estate Planning 2023 Brochure (pdf)Download

 

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