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Estate Planning

Click on any of the links below to access Legal Forms. If you cannot find the legal document you are looking for, please call us and we’ll see if we can create one for you.

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Account Identification and Collection

Affidavit of Domicile

Assignment of Estate by Heir

Assignment of Estate in Favor of Creditor

Declaration of Nominee Trust

Decline to Serve as Trustee

Employment Benefits Request

Life Insurance Policy Collection

Partial Assignment

Personal Information Form for Trust

Renunciation of Inheritance

Request for Notice of Filing of Estate


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We wish everyone in America had the means to obtain the knowledge that Attorney Lee Phillips is attempting to impart in the Accumulation and Preservation of Wealth course. We are thankful that there is a legal system that is designed to protect people’s assets, no matter how little or how much.
~ Ed, Dallas Texas