---

ESTATE PLANNING CLIENT PAGE This page will assist our estate planning clients in finding articles, questionnaires and checklists that will be helpful in the estate planning process.  Please read over the article, fill out the questionnaire as best you can, and bring the items on the checklist to your appointment.  It is not necessary that you complete everything.
1.  Read over this main article:	2. Then fill out this questionnaire:	3.  Then bring these documents:
Florida Wills, Trusts and Probate Questions and Answers	New client:  Confidential Estate Planning Questionnaire	Documents to Bring to Estate Planning Meeting
	Existing client: Estate Plan and Asset Protection Plan Review Questionnaire
Optional Articles:	Optional Questionnaire:	Optional Checklist:
- Put Your Nest Egg in Tampa Bay: Legal Ways to Preserve Wealth in Florida	Fact Sheet for My Heirs	Important Document Scanning Checklist
- Is the Law of the Body a  Body of Law?
- How to Protect Valuable Documents by Scanning

---

HOME PAGE | RESUME | AREAS OF PRACTICE | OFFICE INFO | PUBLICATIONS | SEARCH | EMAIL| PRIVACY POLICY | REQUEST LAWYER FORM

---

FLORIDA BAR STATEMENT The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before you decide, ask the lawyer to send you free written information about the lawyer's qualifications and experience.

Copyright 1998-2007 by James W. Martin, P.A. All rights reserved.