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This form is important because it provides information about you, your family, and your assets that are necessary to determine an appropriate estate plan design for each individual (or couple). The information will be kept confidential. Try not to let all of the questions overwhelm you or cause you to delay moving forward with this important planning.  You can use approximations when necessary and makes notes if there are particular items you want to review.


Please send the completed form (and requested documents, if any) to:

mailing address:

145 S Livernois Road #285

Rochester Hills Michigan 48307

email address:

scan  & upload:


Kelly T. Braun Estate Planning Attorney

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