Client Forms

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Note to Clients:

Please either complete the planning form(s) online (Online Client Forms) or you can download a form (Downloadable Client Forms in PDF or Word) and email it to us: admin@stonemyers.com

StoneMyers Law – Online Client Forms

To fill out the Estate Planning Form for Individuals: Click here

To fill out the Estate Planning Form for Couples: Click here

To fill out the College Pack Planning Form: Click here

To view the Estate Planning Reference: Click here

StoneMyers Law – Downloadable Client Forms

All files below are in Word or PDF format and require Microsoft Word or Adobe’s PDF Reader, respectively.

Estate Planning Form for Individuals: Download the Word Doc or Download the PDF

Estate Planning Form for Couples: Download the Word Doc or Download the PDF

College Pack Planning Form: Download the Word Doc or Download the PDF

Estate Planning Reference: Download the PDF

Book a Consult

The fastest way to determine a path forward in your estate planning is to schedule an appointment for a consult with StoneMyers Law. We'll take the time to listen to your desires to leave a legacy for your family and come up with the right plan to make that happen!

Estate Planning

There are many moving parts with Estate Planning, and our team will help you confidently navigate the process. We will expertly guide you through the process and show you every rock in the river along the way.

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Probate of Estates

Probate is the legal process of distributing the assets and estate of a deceased person. This includes resolving all probate property issues like taxes, insurance, title, and paying creditors for any outstanding money owed by the deceased.

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Business Consulting

Starting a business is a big step, and we are here to help make sure you are taking all of the steps needed during startup and formation to do it right. Let us help you achieve your business goals.

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