Downloadable Forms
These forms are provided for you in PDF format to download and print out.
Health Care Directive Survey Form
A health care directive allows you to select one or more primary and alternate agents to make health care decisions for you if you are unable to speak for yourself.
Download 
Last Will and Testament Survey Form
A will controls those assets you leave behind titled just in your name and that do not have a beneficiary attached to them.
Download
Power of Attorney Survey Form
Select an agent called your “Attorney-in-Fact” to manage your financial affairs if you are incapacitated and unable to make financial decisions.
Download
Quitclaim Deed Survey Form
A Quitclaim Deed is used to transfer real property such as your home, farmland, undeveloped land, cabin and/or hunting land into your trust.
Download
Revocable Trust Survey Form
A revocable trust provides a confidential way to manage your assets during incapacity and to transfer assets at death.
Download
Transfer on Death Deed Survey Form
The Transfer on Death Deed (TODD) is used to name beneficiaries on any real property that you own within the state of Minnesota.
Download
Trust Funding Instructions
Instructions for transferring assets into your Revocable Living Trust.
Download
Trust Survey Form
A trust allows you to plan how you will care for yourself during a period of incapacity.
Download
Waiver, Consent & Acknowledgement of Potential Conflict of Interest Form
Affirm your understanding of our Estate Planning advising and services.
Download