14350 Northbrook Drive, Suite 220
San Antonio, TX 78232
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Client Forms

The Basics You Should Know
Basic information about Estate Planning and common documents used in Estate Planning

Estate Planning Worksheet
MS Word format

Estate Planning Worksheet
PDF format

Pet Planning Information

Portability
General information about electing and use of the unused estate tax exemption by a surviving spouse.



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14350 Northbrook Drive, Suite 220, San Antonio, TX 78232
| Phone: 210-497-6300

Estate Planning | Planning for Children | Trusts & Estate Planning | Advanced Estate Planning | Asset Protection Planning | Business Planning | Probate / Estate Administration | Planning for Pets | Special Needs Planning |

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