Forms Library

Master templates available across all tenants

Available for all tenants

Estate Planning

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These are the standard form templates available for all tenants. You can view, edit, or create new templates.

Personal Information Form - Individual9 sections

Collect personal information for estate planning purposes.

Personal Information Form - Joint Client 18 sections

Collect personal information for estate planning purposes.

Personal Information Form - Joint Client 28 sections

Collect personal information for estate planning purposes.

Financial Information Form - Individual10 sections

Collect financial information for estate planning purposes.

Financial Information Form - Joint11 sections

Collect financial information for estate planning purposes.

Children Information - Joint3 sections

Collect children information for estate planning purposes.