Planning Documents

Please print, fill out, and bring with you Questionnaire Part 1 and Part 2 before coming in for your initial consultation. Thank You.

SINGLE Questionnaire Part 1 (docx)

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SINGLE Questionnaire Part 2 (docx)

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MARRIED Questionnaire Part 1 (docx)

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MARRIED Questionnaire Part 2 (docx)

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Estate Planning Process

Here you can find Sweetwater Law Offices' official estate planning process for our clients. It is a step by step guide to keep you better informed as you move forward with us.