Estate Planning Form

Please see Sherman & Phalen's Estate Planning Worksheet below. If you have any questions, contact our team directly. If you’re unsure about how to answer a question, don’t worry — just fill out what you can. We’ll review everything and follow up if anything’s missing.

Estate Planning Form

"*" indicates required fields

Which attorney are you working with?*

Zach Landy

William Phalen

David Sherman

I don't know

We'll send this form directly to that attorney. If you don't know, we'll route it internally.

First Name*

Last Name*

Current Address*

Date of Birth*

Email*

We'll confirm your form submission to this email address.

Phone Number*

Spouse's Full Name

Spouse's Current Addrees

Spouse's Date of Birth

Spouse's Email Address

Spouse's Cell Phone

Dependent (Children) Information*

Full Name, Date of Birth, and Current Address of Each Child (please include any adopted children, step children and/or grandchildren you would like to be treated as your blood children for purposes of distribution of your estate):

Guardian*

The person responsible for the care of your surviving minor children. Select a primary and an alternate and include their names and addresses. If you don't have minor children, mark "n/a".

Your Executor*

Executor. This is the person responsible for administering your estate. Include a primary and an alternate here, with their names and addresses.

Division of Property*

In making this determination, evaluate several scenarios including the possibility that your spouse and children might predecease you.

Personal Representative for Financial and Health Care Decisions.*

Name, address, phone number and email address of primary and secondary attorney-in-fact (personal representative) for health care decisions and for financial decisions if incapacitated. Most people put their spouse as primary and then a family member or close friend as a secondary.

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Estate Planning Form

Estate Planning Form

1165 Northchase Pkwy SE #450 Marietta, GA 30067

Monday-Friday: 9am-5pm

Estate Planning Form

1165 Northchase Pkwy SE #450
Marietta, GA 30067