API Estate Plan

Instructions:

Please set aside enough time to fill out this worksheet. It can take around from 30-45 minutes depending on how much information you need to enter. Once you start the form, you cannot save it or exit the form, or you'll have to start over.

Thank you for working with us to prepare your Estate Plan. Please complete the Estate Plan Worksheet to the best of your ability so our staff can draft your Estate Plan documents quickly and efficiently. At the end of the form, you will be directed to schedule a review with the paralegal team. Once we have that review completed we will be able to move forward with the drafts.

If you have any questions while completing the form, please feel free to contact our office.

Email: filings@api.law
Office: 888-521-0322

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