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BOUMAN LAW FIRM
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    • How to Plan Your Estate (Intro FAQ)
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    • Home Equity Protection Trust
    • Medicaid Asset Protection Trust
    • Asset Protection Planning
  • Scheduling
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    • Fee Schedule
    • A Personal Note
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  • Bouman Law Firm Blog
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  • Legal Disclaimers
  • Home
  • About Tom
  • Estate Planning
    • How to Plan Your Estate (Intro FAQ)
    • Revocable Living Trust
    • Inheritance Protection Trust
    • Home Equity Protection Trust
    • Medicaid Asset Protection Trust
    • Asset Protection Planning
  • Scheduling
  • Fees
    • Fee Schedule
    • A Personal Note
  • Articles Library
  • Office Info
  • New Client Forms
  • Make a Payment
  • Recent Law Updates
  • Bouman Law Firm Blog
  • Health Care Directives Registry
  • Probate & Trust Administration
  • Free PDF Books
  • 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)
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Copyright 2000-2025 by Thomas J. Bouman.  All rights reserved.  Seriously.