Free Estate Resources & Links

Estate Planning & Administration

Estate Administration Action List: Important first steps in fulfilling your responsibilities. (PDF)

Estate Planning Checklist: A helpful starting point for reviewing your estate plan. (PDF)

Interview Preparation: To get the most out of your initial estate planning discussion, you can download and complete this form. (PDF)

Fluffy's Comfortable Retirement: An informative article about pet trusts and other options for the animals in your life. (PDF)

Providing for an Adult Child: An example of how a family might employ a special needs trust to support an adult child with disabilities. (PDF)

Estate Planning Brochure: Estate planning in the context of individual values and resources. (PDF)

Free Will Form: This free form was developed by the State of California for simple estates. The price is right but use it at your own risk. It may be inappropriate for you. (PDF)

Free Power of Attorney Form: This free form was developed by the State of California. The price is right but use it at your own risk. It may be inappropriate for you.(PDF)

Mediation Links

Howard's Mediation Site: For those in a dispute who would like to escape litigation.

Congress of Neutrals: Learn more about VORP, mediation training, and volunteer opportunities in Contra Costa County.