Estate Planning Worksheet

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Congratulations on taking the first steps toward creating your Estate Plan. The information you provide here will remain confidential and secure. Let's begin.

About You

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This is my first estate plan.

I'm updating an existing plan. (please upload a copy of your existing plan)

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About Your Spouse or Partner

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Last Name

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Check here if same address.

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*This site is for informational purposes only. The use of this site does not constitute legal advice nor does it create an attorney-client relationship. By submitting your contact details, you are only requesting information. Any initial phone or video calls, or electronic mail queries will be screened by Relate Law to determine if a potential relationship will be formed. Use of any form on this website does not provide any confidentiality. Please do not submit any confidential information through this site. This website lists areas in which the firm practices law but there is no claim of expertise or board certification in any particular areas. Relate Law is not associated with any third parties and any links or references to third party sites are provided for informational purposes only. Relate Law has no control or management over the accuracy of any information that appears on third party sites nor does it claim ownership of such information. Relate Law, APC is licensed to practice in California.

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Woodland Hills, California 91367

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