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EP Forms

Estate Planning Worksheet for Initial Consultations
[this is the only form required ahead of your estate planning consultation]

Estate Planning Roles List Worksheet


Audit Review Checklist for Prior PLP Clients


Estate/Trust Administration Worksheet for Initial Consultations

Estate/Trust Administration Informational Handouts

The documents provided on this webpage are for general information purposes only and do not constitute legal advice. They are representative of the handouts and worksheets used by Privette Legacy Planning for estate planning and administration clients in North Carolina. Before using or relying on the content of any of these documents, it is important that you consult with an estate planning or estate administration attorney in the proper jurisdiction.

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