Below are several forms that we provide to clients to gather essential information for an initial consultation or to review their existing plans. We hope these forms will be a valuable resource to you.
The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.
Estate Planning Client Intake Form
If you are looking to discuss getting a Last Will and Testament done, please fill out this form and bring it with you to your initial meeting.
This is a Living Will, also known as an Advance Medical Directive. This is a form put out by the State. It’s a very misunderstood form. So we provide it here so you can read it prior to your initial visit.
Probate Client Intake Form
If you need a succession done for a loved one, or have been appointed as Executor or Administrator, please fill out the form with your information as well as the decedent’s.