Berliner Cohen is pleased to provide the following estate planning guide and forms:
BERLINER COHEN LLP – ESTATE PLANNING 101: THE IMPORTANCE OF DEVELOPING AN ESTATE PLAN – CLICK HERE.
“Estate Planning 101” summarizes several estate planning concepts and provides background information to help prepare you in your discussion with your attorney regarding trust or estate administration.
BERLINER COHEN LLP – ESTATE PLANNING FACT FINDER – CLICK HERE.
BERLINER COHEN LLP – POST-MORTEM INFORMATION SHEET – CLICK HERE.
The “Estate Planning Fact Finder” and “Post-Mortem Information Sheet” above are made available solely to facilitate the gathering of information. No attorney-client relationship is established by your merely downloading either of the generic blank forms from Berliner Cohen LLP’s website. Berliner Cohen LLP requires a written and signed engagement letter from our clients. Please schedule an appointment if you are interested in asking Berliner Cohen LLP to consider providing you with such an engagement agreement.
For more information, please contact James Cashman at james.cashman@berliner.com, or Brian Shetler at brian.shetler@berliner.com; or in Merced and Modesto: please contact Kevin Kelley, kevin.kelley@berliner.com.