Logo
Call us for Consultation
(562) 526-6941

Forms and Documents for Financial and Estate Planning

Confidential Estate & Financial Questionnaire Packet (Living Trusts) 2020)
Trust Administration Packet 2022
Probate Questionnaire Packet 2020
Limited Liability Company (LLC) Formation Questionnaire
Special Needs Trust Questionnaire
Financial Advisory Services Packet 2020
Medi-Cal Planning Packet 2020

A Proud Member of

Lawyer Of Distinction
NAELA
IARFC
FPA
Elder Counsel
ELA
Get your assets in order and protect your loved ones! Schedule a consultation
Please enable JavaScript in your browser to complete this form.
Logo
McKenzie Legal & Financial - Thomas L. McKenzie, Esq.
2631 Copa De Oro Dr, Los Alamitos, CA 90720
(562) 526-6941
Menu
close
© 2025 McKenzie Legal & Financial. All Rights Reserved.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.

"This communication is strictly intended for individuals residing in the state(s) of CA, AZ, NV, OR. No offers may be made or accepted from any resident outside the specific states referenced."

Finra | SIPC