The McNamara Law Firm | 28212 Kelly Johnson Parkway, Suite 110, Valencia, CA 91355 

(661) 287-3260

The McNamara Law Firm - Serving Santa Clarita, Valencia, Saugus, Castaic, Canyon Country, Newhall, Stevenson Ranch and surrounding communities. Our practice areas include Elder Law, Estate Planning, Wills and Living Trusts, Probate, Medi-Cal Planning, VA Benefits, and Trust Administration.

* The information on this website does not create an attorney/client relationship.  It is not legal advice and is presented for general informational purposes only.  Always consult with a professional when handling legal matters.  Your privacy is important to us.  Any information you submit is not shared with others.

Forms Page

Either download the applicable form (Option #1) or use our secure online forms (Option #2).

Estate Planning:

Option #1: Download the form

Estate Planning Questionnaire - Single Person
(Download the form, fill it out on your computer, then print and send the form to us a few days before your consultation - or simply bring it with you to the consultation.)
Estate Planning Questionnaire - Couples:
(Download the form, fill it out on your computer, then print and send the form to us a few days before your consultation - or simply bring it with you to the consultation.)

Option #2:

(a) Use one of the following online forms AND

(b) download the financial information form:

Estate Planning Questionnaire - Single Person
(This is an online form.  You can complete the form on your computer, then click "Send" to submit your information.)
Estate Planning Questionnaire - Couples
(This is an online form.  You can complete the form on your computer, then click "Send" to submit your information.)