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Kendall Maddox and Associates

Attorneys & Financial Planners

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Estate Planning & Related Forms

These forms are meant for your records or to aide you in maintaining your records – we have made these available in both Adobe’s Portable Document Format (PDF) as well as Microsoft Word documents (DOC).

Forms available for download :

  • Client Asset Information Form
  • Anatomical Gift Form (PDF)
  • Anatomical Gift Form (Microsoft Word)
  • Location of Important Papers (PDF)
  • Location of Important Papers (Microsoft Word)
  • Inventory Update For Schedule A (Microsoft Word)
  • Trustee Directory (Microsoft Word)
  • Estate Planning Letter (Microsoft Word)
  • Commonly Asked Questions (Microsoft Word)
  • Location Lists (Microsoft Word)
  • Married & Unmarried Life Insurance Schedules
    • Intro 4.1 (Microsoft Word)
    • Life Insurance Policies & Annuities (Microsoft Word)
    • Schedule A1 (Microsoft Word)
    • Schedule A2 (Microsoft Word)

Kendall Maddox and Associates

Where we are

2550 Acton Rd, Suite 210,
Birmingham, AL 35243
United States (US)
Phone: (205) 977-9045
Fax: (205) 977-9049

Opening hours

Monday8:30 AM - 3:30 PM
Tuesday8:30 AM - 3:30 PM
Wednesday8:30 AM - 3:30 PM
Thursday8:30 AM - 3:30 PM
Friday8:30 AM - 3:30 PM

Map

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