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BOUMAN LAW FIRM
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    • How to Plan Your Estate (Start Here)
    • Revocable Living Trust
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    • Financial POA
    • Health Care POA
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    • Asset Protection Planning in Arizona
    • Intro to Arizona Domestic Asset Protection Trusts
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    • Estate Planning Fees
    • Estate Administration Fees
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  • Bouman Law Firm Blog
  • Probate & Trust Administration
    • How to Administer an Estate (START HERE)
    • Probate in Arizona
    • Small Estate Affidavit
    • Final Arrangements & Organ Donation
    • Trust Beneficiary Notices and Trustee Reports
    • Annuities
    • Debts of Decedent
    • Transfer Real Estate of Nonresident
    • Tax Filings for Estate
    • Duties of Trustee
  • Make a Payment
  • Buy a Book
  • Legal Disclaimers
  • Home
  • About Tom
  • Estate Planning
    • How to Plan Your Estate (Start Here)
    • Revocable Living Trust
    • Inheritance Protection Trust
    • Financial POA
    • Health Care POA
    • Living Will
    • Asset Protection Planning in Arizona
    • Intro to Arizona Domestic Asset Protection Trusts
    • Asset Protection Exemptions in Arizona
    • Protect Home from Creditors in Arizona
    • Car/RV/Mobile Home Titling
  • Fees
    • Estate Planning Fees
    • Estate Administration Fees
  • Scheduling
  • Recent Law Updates
  • Office Info
  • New Client Forms
  • More Articles
  • Bouman Law Firm Blog
  • Probate & Trust Administration
    • How to Administer an Estate (START HERE)
    • Probate in Arizona
    • Small Estate Affidavit
    • Final Arrangements & Organ Donation
    • Trust Beneficiary Notices and Trustee Reports
    • Annuities
    • Debts of Decedent
    • Transfer Real Estate of Nonresident
    • Tax Filings for Estate
    • Duties of Trustee
  • Make a Payment
  • Buy a Book
  • Legal Disclaimers

ESTATE PLANNING
NEW CLIENT FORMS


Please complete the Estate Planning Questionnaire after you have scheduled an initial meeting for estate planning.  The Fee Agreement and Engagement Letter (see PDFs below) are for your review only and do not need to be completed prior to the initial meeting.



Estate Planning Fee Agreement (PDF)
Estate Planning Engagement Letter (PDF)
All original works on this website are:
Copyright 2000-2023 by Thomas J. Bouman.  All rights reserved.  Seriously.