The Parkman Law Firm
Attorneys at Law

Estate Planning

Information Gathering

Your Name *
Your Name
Name of Spouse or Partner *
Name of Spouse or Partner
If any of your children are adopted, please briefly describe the status of the adoption.
Community Property is property owned jointly between married individuals.
Separate Property is property that you own individually, apart from Community Property.
If none, type "N/A".
Be as thorough as possible.
Be as thorough as possible. If none, type "N/A".
If none, type "N/A". Otherwise, email copies of all title documents to Sharmila Parkman at srp@parkmanfirm.com.
A successor trustee is someone who looks after your estate upon your death.
The executor is the person responsible for distributing your assets upon death as per your estate plan.
Be as thorough as possible.
This means any designations of property that isn't real property. If none, type "N/A."
Email copies of all former estate planning documents to Sharmila Parkman at srp@parkmanfirm.com.