Estate Planning Informational Packet

To get started with your estate plan, we recommend downloading an informational packet. It explains estate planning in general and the Spears & Shelf, LLP, practice in particular, and you’ll receive information about our current fees. It also includes a Client Questionnaire that serves as the basis of our work together.

To download the packet, simply fill out the form below. We respect your information and will — under no circumstances — share your information.

If you’d prefer to receive the packet by mail, please email us at or call 415.484.1954 and provide your mailing address.