Client Forms

Ross Estate Planning, LLC has provided these forms on our website for your convenience.

Initial Meeting Packet

Please download and complete each of these forms prior to your meeting with the attorneys at Ross Estate Planning, LLC. Providing this information for your complimentary meeting ensures a productive meeting tailored directly to your estate planning needs.

• Estate Planning Questionnaire
  The Estate Planning Questionnaire assists us in preparing for your initial consultation. All information provided remains confidential.
• Authorization for Release of information (MARRIED)
• Authorization for Release of information (SINGLE)
  Please sign and date this form and return it to our office so that we may work with your other professional advisers.
• Estate Planning Goals
  This sheet helps us identify your primary estate planning goals.
• Trust Funding Checklist
  Please bring all the information listed for your initial meeting. If you cannot obtain everything before your meeting–don’t worry–bring what you can.

Other Forms

At Ross Estate Planning, LLC, we believe organization and preparedness are key. We have provided these forms to our clients and website visitors alike to help in the estate planning process.

• Current Estate Plan Review
  Do you already have estate planning documents in place? Use this form to evaluate your current estate plan and make sure it is up to date.
• In Case of Emergency
  This I.C.E. form should be completed with your emergency contact information and kept in your car. First Responders are trained to look for such contact information if you ever get in a car accident.
• How to Select your Health Care Agent
  This decision tree will help you walk through some questions to help you pick a health care agent. A health care agent is the person who will make medical decisions on your behalf if you are no longer able to do so.
• Topics to Discuss with your Health Care Agent
  Once you’ve selected your health care agent, you should take some time to sit down with them and make your wishes known. This form walks you through many different topic areas and is a great conversation starter.
• Instructions to Guardians for Minors
  Do you have minor children? Have you thought about where they will go and what will happen to them if something happens to you and your spouse? This worksheet is a must for anyone with kids at home.

Farm Planning

Farmers are faced with a unique situation of combining estate planning, business succession and family dynamics. These forms are a stepping stone to get you thinking about some of the issues associated with farm succession.

• Objectives
  We often meet with farmers who are overwhelmed and don’t know where to start. This worksheet will address some of the big decisions when it comes to farm succession planning and help you evaluate which goals are most important to you.
• Conversation Starters
  These worksheets are for both the farming generation and the next generation. Once you’ve identified your objectives, you will need to talk to the next generation of farmers and have a conversation about what the transition might look like.