Resources

Forms
Download the appropriate form for your legal matter.

• Estate Planning Worksheet PDF | DOC
• Estate Administration Organizer PDF | DOC
• Probate Questionnaire
• Design Meeting Considerations

CA Information
The State Bar of California has provided additional resources to help you with your estate planning needs:

• Do I Need a Will?
• Do I Need a Living Trust?

The lawyers at Sowards Law Firm assist clients with Estate Planning, Wills, Living Trusts, Probate, Estate Administration, Medi-Cal Planning, Business Law and LLC Preparation throughout California, including clients located in and around, Oakland, Palo Alto, Petaluma, Pleasanton, Point Reyes, Redwood City, Richmond, Salinas, San Carlos, San Francisco, San Jose, San Leandro, San Rafael, San Ramon, Santa Clara, Santa Cruz, Santa Rosa, South San Francisco, Sunnyvale, Union City and Vallejo.