Bernetich, Hatzell, & Pascu, LLC.

ESTATE PLANNING FORMS

We ask prospective and returning estate planning clients to complete an Estate Planning Inquiry Form as thoroughly as possible prior to meeting with one of our attorneys.  This information helps us to assess your particular situation before the meeting and to develop an appropriate plan for your needs and goals.

Please complete the appropriate form and submit it to our office via email to BHP-lawfirm@estateplanlawyer.com, fax, or regular mail.  If you would prefer that we mail a hard copy of this form to you, please call us at 856-795-3535.

We will review this form with you at your initial meeting, so please do not be concerned if you do not finish or have any questions.  Please note that all of the information you share with BHP will remain confidential and is privileged attorney-client communication.

The following forms are in Microsoft Word format. You will need Word or other compatible program to use these. These forms can be completed and then printed or printed for completion at a later time

Estate Planning Inquiry Form for a Married Couple (DOC)

Estate Planning Inquiry Form for a Single Person (DOC)

If you are unable to open the forms above, the following forms are in Adobe PDF format. You will need Adobe or other compatible program to open these. These forms can be printed and completed by hand.

Estate Planning Inquiry Form for a Married Couple (PDF)

Estate Planning Inquiry Form for a Single Person (PDF)