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Step 1: Initial Intake

Please download the appropriate form, depending on whether you are legally married or legally single. Please read the directions carefully. Return to kellyoldfordestateplanning@gmail.com

Single Client
Married Client

Step 2: Update Consultation and Designees

Please download the appropriate form, depending on whether you are legally married or legally single. Please read the directions carefully. Return to kellyoldfordestateplanning@gmail.com

Single Client
Married Client

These forms are the property of Kelly Oldford Estate Planning, PLLC. They are intended for Kelly Oldford Estate Planning, PLLC use only. 

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