Below you will find our marital and single worksheets, specially designed to gather the relevant information for your personalized estate plan.

Please fill out the worksheet to the best of your ability. If you can’t answer a question, leave it for our meeting. We will be able to discuss all of your questions and issues with our shared goal of formulating an estate plan that fits you and your family's needs.

After you have completed the worksheet, if you have not already done so, please call Ms. Corday at 858.385.2772 or schedule an appointment to meet with her.

 

 

 single worksheet
 marital worksheet