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Document Center
From time to time, you may be referred by one of our attorneys to a particular area of the Estate Planning Center. As a service to our clients, we offer several downloadable documents on our website that may be useful in your estate plan.
 All printable documents are in PDF format and require Adobe Acrobat Reader to view the information.
All editable documents are in RTF format and can be edited with any common word processing program such as Microsoft Word, WordPerfect, or WordPad. NOTE: These documents are only to be used under explicit instruction from attorneys in the estate planning department of Lutz, Cornetet, Meyer & Rush.
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Confidential Personal Information Worksheet
This worksheet provides you with a list of all the information you
will need to bring to your first meeting. You may download a PDF
version of the document or complete a secure, encrypted form and
submit the information online. 5 pages. File size 23K.
Download PDF / Submit Online
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Family Estate Plan Questionnaire
This questionnaire provides us with all the information we need
to prepare your first estate plan. You may download a PDF version
of the document or complete a secure, encrypted form and submit
the information online. 13 pages. File size 63K.
Download PDF / Submit Online
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Financial Data Records
Records important financial information such as personal debtors and
creditors, bank accounts, securities, U.S. savings bonds, tangible
personal property, life insurance, disability insurance, IRAs, real
estate, and other assets. This list should help your family in locating
assets at the time of your death or if you become imcompetent. 9 pages. File size 17K.
Download PDF / Download Editable Format (RTF) |
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HIPAA Release
This release form can be used to comply with the Health Insurance
Portability and Accounting Act of 1996 (HIPAA). 1 page. File size 41K.
Download PDF |
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Personal Record Book
This document helps you organize all your valuable papers, important
information, and records of possessions in one convenient place. Topics
include location of important documents and certificates and plans
for funeral and/or memorial services. 20 pages. File size 40K.
Download PDF / Download Editable Format (RTF) |
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Change of Address Form
A single form to update contact information on a Durable Power of
Attorney for Health Care and Living Will. 1 page. 53K.
Download PDF |
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