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Worksheets

The worksheets for married couples and single persons are posted so that you can see become acquainted with the information. Save and print the applicable PDF file below and read over the questions. Fill in the preliminary information and bring this with you to your first consultation. The questions and the estate evaluation sheet give you a place to begin your estate planning.

To view the files you will need the Adobe® Acrobat® Reader®, which is a free download at www.adobe.com.

  • Married Couples worksheet in PDF format
    Includes an estate planning form, questions to consider, and an estate evaluation sheet that pertain to the estate of a married couple with or without children.
  • Single Person worksheet in PDF format
    Includes an estate planning form, questions to consider, and an estate evaluation sheet that pertain to the estate of a single person with or without children.

This site is established for general information only. The discussion of legal issues should not be construed to constitute formal legal advice nor the formation of a lawyer/client relationship. Persons accessing this site are encouraged to seek independent counsel for advice regarding their individual legal issues. Persons not residing in the State of Georgia should be aware that the law in other states may differ materially from some of the legal principles discussed here.

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