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Client Forms

 
The following forms will be helpful in the process of developing your estate plan.

 

Client Information Form in PDF format
This form contains very basic information needed for an initial estate planning consultation

Medical Information Form
This form allows you to list your important medical information. To make this important information portable, we will copy this form to a key chain flashdrive for our clients

Trust Funding Guide
Here is a checklist of the documents that will assist our office in completing the trust funding process.


MacDonald Law Office, LLC assists clients with Estate Planning, Elder Law/Medicaid, Probate & Estate Administration, Special Needs Planning, and Business Succession in Northeast Wisconsin including Appleton, Menasha, Greenville, Kimberly, Neenah, Combined Locks, Little Chute, Kaukauna, Freedom, Hortonville, New London, Clintonville, Oshkosh, Fond du Lac, Green Bay, Ashwaubenon, De Pere, and Waupaca as well as most of Central, Southeastern and Northern Wisconsin.



© 2017 MacDonald Law Office, LLC | Disclaimer
4650 West Spencer St., Appleton, WI 54914
| Phone: 920-560-4646

Estate Planning | Elder Law / Medicaid Planning | Probate & Estate Administration | Special Needs Planning | Business Succession | Veterans Benefits

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