Resources
On this page you will find a collection of forms and lists which are able to be downloaded in various formats. These forms will assist you in planning for your next meeting with a member of Holwager & Holwager, P.C. These forms are generic in nature and are for public use. These forms are not be be construed as legal advice and their use does not create an attorney-client relationship. If you have questions regarding the content of a specific form, please contact a member of our office staff. Please note that not all forms may be available at the present time, as revisions are currently taking place.
Asset Listing Form (editable in .xlsx format or printable in .pdf format) rev. 02/05/2015
Excel Format
Meeting Instructions (printable . pdf format) rev. 12/2016
Estate & Trust Planning – Planning Meeting Instructions
Probate & Trust Administration – Meeting Instructions
Long Term Care, Medicaid, and/or Veteran’s Administration Benefits Planning – Meeting Instructions
Social Security