Forms

We want you to know your affairs really are in order. Dominion Law provides clients with an estate planning portfolio that contains the executed documents and instructions needed for the executor or successor trustees, as well as any steps that need to be taken outside of our firm. Should you ever have any questions or need assistance, please call our office.

• Estate Planning Questionnaire
• CHECKLIST: If Principal Becomes Incapacitated
• GUIDELINES: For an Agent Acting Under a Power of Attorney
• CHECKLIST: For an Executor
• CHECKLIST: For a Successor Trustee
• Procedures After Death, for an Executor
• Procedures After Death, for a Successor Trustee