Client Resources

We assembled these client resources for your convenience. Under Helpful Documents you are able to download questionnaires and memorandum provided to our clients as part of our representation. Under Useful Websites, we provide you with links to free websites that you may find useful.

Helpful Documents

Please click any document below to view and/or download it in either Microsoft Word or Adobe Acrobat PDF format:

Estate Planning

Estate Planning Questionnaire (Married) (Microsoft Word)
Estate Planning Questionnaire (Married) (PDF)

Estate Planning Questionnaire (Single) (Microsoft Word)
Estate Planning Questionnaire (Single) (Adobe PDF)

Funding Your Revocable Trust (Microsoft Word)
Funding Your Revocable Trust (Adobe PDF)

Administering Your Revocable Trust (Microsoft Word)
Administering Your Revocable Trust (Adobe PDF)

Establishing Florida Domicile (Microsoft Word)
Establishing Florida Domicile (Adobe PDF)

Probate and Trust Administration

Overview of Probate Administration (Microsoft Word)
Overview of Probate Administration (Adobe PDF)

Overview of Probate and Trust Administration (Microsoft Word)
Overview of Probate and Trust Administration (Adobe PDF)

Useful Websites

Please click on a link below to visit the referenced website:

Emergency Contact Information
Provide your emergency contact information to the Florida Department of Highway Safety and Motor Vehicles. In the event of an emergency, law enforcement will be able to contact someone on your behalf. You must have a current Florida Driver License or Florida Identification Card to register your emergency contact information.

IRS Forms and Publications
Download IRS Forms that can be completed and printed on your computer. Also find helpful publications on many common federal tax law provisions.

Florida Tax Forms and Tax Information
Download Florida Tax Forms that can be completed and printed on your computer. Also find helpful publications on many common Florida tax law provisions.

Florida Division of Corporations
Research information about any Florida business entity including its status, directors, officers, registered agent and address.

Palm Beach County Property Appraiser
Research owner and property tax information with respect to any parcel of real property located in Palm Beach County using PAPA. Click on the Book/Page link under Sales Information to download a PDF copy of the applicable Deed from the Clerk of Court website.

Palm Beach County Clerk of Court 
Research court docket information and recorded documents such as deeds and mortgages.