Musial & Musial Co. LPA

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A/B Trust Flow Chart

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Estate Plan Outline

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Below are links to several different forms that we have included for your use.  They are all in an Adobe Acrobate (PDF) format.  Just click on the name, and you will be prompted to open or save the file for your future use.
 
New Estate Administration Questionnaire
Documents for Initial Estate Administration Conference
Detailed list of assets, and how they are titled.
Estate/Trust Receipts Ledger
Estate/Trust Disbursement Ledger


 

Estate Planning Questionnaire


I have also included the most common outlines that we use in our discussions with clients/  Just click on the links below to take you to those outlines.

Estate Planning Outline
Estate Administration Outline

 

 



© 2012  Musial & Musial Co. LPA

28885 Center Ridge Road, Suite #202
Westlake, Ohio  44145
(440) 892-2040

 

 

Counselors at Law