Packet

        All items open as PDF documents, except where indicated.  Please complete the Asset Questionnaire and the Document Information Questionnaire before your initial meeting with Cristin.

    1.    Estate Planning Concepts  
            PDF document  |  HTML: click here

    2.    Estate Planning Memorandum
            PDF document  |  HTML: click here

    3.    Information to Bring to Meeting
            PDF document  |  HTML: click here

    4.    Asset Questionnaire
            PDF document  |  MS Word: click here

    5.    Document Information Questionnaire  
            PDF document  |  MS Word: click here

    6.    Steps in the Estate Planning Process  
            PDF document  |  HTML: click here

    7.    Funding Memorandum
            PDF document  |  HTML: click here

    8.    Federal Estate Tax Chart
            PDF document

    9.    MD Estate Tax Chart
            PDF document