Lylac Estate Planning
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Forms for Download & Review

These forms are useful and highly recommended in guiding our discussions. Having general familiarity with these topics and decisions will help greatly as we go through the parameters of building your estate planning documents.

Lylac Individual Will Questionnaire with TPP (pdf)Download
Lylac Individual Trust Questionnaire with TPP and Exhibit A (pdf)Download
Lylac Individual Powers Questionnaire (pdf)Download
Lylac Couple Will Questionnaire with TPP (pdf)Download
Lylac Couple Trust Questionnaire with TPP and Exhibit A (pdf)Download
Lylac Couple Powers Questionnaire (pdf)Download
Fillable Client Tangible Property Recipient Form (pdf)Download
Fillable Exhibit A (pdf)Download
Statement of Wishes Instructions (pdf)Download
Statement of Wishes Questions - Fillable (pdf)Download

All content herein is provided for general information purposes only, should not be construed as investment, tax, or legal advice, and does not constitute an attorney/client relationship. Lylac Estate Planning LLC is not an attorney and does not provide legal advice. Estate planning is a fee-only process that does not involve investment advice or securities or insurance transactions. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed. 


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