Wakeman Law GroupEstate, Trust & Business Planning

Estate planning resources.

Helpful checklists, questionnaires, and plain-language guides to prepare for your consultation and understand your options. Each opens as a PDF.

Checklists & Forms

Documents to complete for your consultation or a trust administration.

Recommended First Step
Start With Our Estate Planning Checklist
Fill it out on your computer, or print it and complete it by hand — before your consultation. It’s the easiest way to get started.
Download the Checklist
Estate Administration Questionnaire For settling a trust or estate after a death. PDF ↓ Instructions to Successor Trustees What to do when a loved one passes away. PDF ↓

Guides & Articles

Plain-language explainers on planning strategies and the law.

Retirement Accounts · Featured

The SECURE Act & “Stretch IRAs”

How the law reshaped inherited retirement accounts — and what it means for the IRA, 401(k), and other accounts you plan to leave your family.

Read the guide →
Multigenerational Planning
The Dynasty Trust
Planning and preserving wealth across multiple generations.
PDF ↓
Business Planning
Family Limited Partnerships
Entity planning for families and closely held assets.
PDF ↓
Property Ownership
Community Property vs. Joint Tenancy
How you hold title to property affects your estate and its taxes.
PDF ↓
Charitable Planning
Charitable Remainder Trusts
Combining charitable giving with income and estate planning.
PDF ↓
Common Questions

Frequently Asked Questions

Plain-language answers about wills and trusts, probate, taxes, and planning for your family — the questions we hear most.

Browse all FAQs →

Ready to put a plan in place?

Start with a no-cost, no-obligation consultation. We’ll help you understand your options and the right next step.

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