browser icon
You are using an insecure version of your web browser. Please update your browser!
Using an outdated browser makes your computer unsafe. For a safer, faster, more enjoyable user experience, please update your browser today or try a newer browser.


Wallace Legal Document Downloads

This section
is dedicated to providing legal forms and documents via electronic downloads.
This can expidite filing processes and avoid postage and mailing fees.

*IMPORTANT: These materials are for informational
purposes only. They should not be construed as legal advice. This information
is not intended to replace the assistance of an attorney in any particular
situation. It is not intended to, and does not, create an attorney-client

download icon Estate Planning Questionnaire (PDF 367k)

download icon Estate Planning Questionnaire (Word 642k)

download iconLegal Terms and Definitions (Word 54k)

download iconDownload A-B Trust diagram (PDF 462k)

download iconDownload ABC Trust diagram (PDF 522k)

download iconDownload Disclaimer Trust diagram (PDF 408k)

If you’d like to learn more please visit our frequently
asked questions
section, or read rich’s latest newsletter.