Estate Planning Client Resources
Our goal is to provide advice and guidance based on your needs. Here you’ll find information to help you get the most out of your relationship with our firm.
CLIENT FORMS:
- Syntero-Estate Planning Questionnaire Instructions
- Syntero-Estate Planning Questionnaire
- Syntero-Estate Planning Real Property Worksheet
- Syntero-Estate Planning Bank and Brokerage Worksheet
- Syntero-Estate Planning Annuities and Retirement Plans Worksheet
- Syntero-Estate Planning Misc Assets Worksheet
HELPFUL LINKS FROM THE CALIFORNIA STATE BAR: