Publications    

(Click on title to read the publication)

Estate Planning Brochure
This brochure will introduce you to our Three-step Strategy to Estate Planning.

Family Limited Partnerships
This letter describes the many advantages of using a Family Limited Partnership for estate planning, simplified gifting, and asset protection planning.

Funding Questionnaire
This form provides a place for you to organize all of your assets so that we can fully fund your estate plan. Please fill it out completely, and bring it to your design meeting.

Wealth Preservation Questionnaire Part 1
This questionnaire will prepare you for your first appointment with Mr. Jolley. Please submit it to us 2 days prior to your appointment by email (dallas@jolleylaw.com) or by fax (253) 761-7910.

Wealth Preservation Questionnaire Part 2
This questionnaire will prepare you for your plan design interview. Please bring it with you to your appointment.

Bankruptcy Questionnaire
This questionnaire will prepare you for your bankruptcy interview. Please bring it with you to your appointment.


Get Acrobat Reader
Click To Download The Free
Adobe Acrobat Reader