Below you will find a selection of forms that may be requested for you to download, print, fill out and submit back to our office.
Business Clients
- Business Client Information Form – for all new business clients (online form)
Estate Planning
- New Client Form – for all new clients (online form)
- Materials for Estate Planning Meetings – list of items needed for Estate Planning meetings
Trust Administration / Probate
- Trustee Duties – for Trust Administrations
- Beneficiary/Trustee Data Form – for Trust/Estate Administrations (printable)
- Materials for Trust & Estate Administration Meetings – list of items needed for Trust/Estate Administration meetings
Did you know?
Our Firm is active in our community and makes many contributions to it. These include but are not limited to the following:
- Race for the Cure
- Big Brothers, Big Sisters
- Toys for Tots
- The Salvation Army
- Junior Achievement
- Corn Belt Running Club
- Various local schools and booster clubs
- QC Animal Welfare Center
- Community Foundation of the Great River Bend
- Rotary International
- Rock Island Rotary