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Zimmer Law Firm

Estate Planning & Elder Law Attorneys

513.721.1513
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  • Our Firm
    • About Our Firm
    • Attorney and Staff Profiles
    • Communities We Serve
      • Butler County
        • Fairfield
        • Hamilton
        • West Chester
      • Clermont County
        • Milford
      • Hamilton County
        • Blue Ash
        • Cincinnati
        • Loveland
        • Montgomery
        • Sharonville
      • Warren County
        • Mason
    • Our Client Care Program
  • Services
    • Estate Planning Services in Cincinnati, Ohio
    • Incapacity Planning
    • IRA Inheritance Planning in Cincinnati, Ohio
    • Legacy Wealth Planning in Ohio
    • LGBTQ Estate Planning Services in Ohio
    • Medicaid Planning and Elder Law
    • How the SECURE Act Impacts Your Ohio Estate Plan
    • Special Needs Estate Planning in Cincinnati, Ohio
    • Young Adult Legal Protection Plan in Ohio
  • Live Events
    • Webinars
  • Resources
    • DocuBank
    • Ohio Elder Law Resources
      • Blue Ash
      • Cincinnati
      • Elder Law & Medicaid Definitions
      • Fairfield
      • Hamilton
      • Loveland
      • Montgomery
      • Sharonville
      • West Chester
    • Estate Planning Resources
      • Estate & Gift Tax Figures
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Free Estate Planning Checklist
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Legacy Planning Definitions
      • Top 10 Estate Planning Techniques
    • FAQs
    • Pre Consultation Form
    • Probate Resources
      • Blue Ash
      • Cincinnati
      • Hamilton
      • Loveland
      • Mason
      • Milford
      • Probate Checklist
      • Sharonville
      • Trust Administration & Probate Definitions
      • West Chester
    • Presentations
  • Blog
  • Reviews
  • Contact

Ohio Estate Planning Forms & Documents

Home Services Estate Planning Services in Cincinnati, Ohio Ohio Estate Planning Forms & Documents

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).

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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)

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What Our Clients Say

Some years ago, Barry Zimmer suggested we do a basic estate plan for our son when he went to college. We had no idea how important it would be! In our son's freshman year, he ended up in the hospital, and we were able to get crucial information about his condition because we had a health care ...

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Estate Planning Services in Cincinnati, Ohio

  • Ohio Estate Planning Forms & Documents

Zimmer Law Firm

9825 Kenwood Road
Suite 201
Cincinnati, OH 45242
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