Dear Clients,

In order to serve you better, please print out the form(s) that apply to your situation prior to our first meeting.

Do the best you can, but do not let the forms overwhelm you. Please come to the first meeting even if you are not finished in collecting information. Also, if you would like assistance in gathering the information, please call our office.

Adobe Acrobat Reader required to download these forms.

Long-term Care Planning and Asset-Protection Planning

• Long-term Care Planning Questionnaire for Single Person [here]
• Long-term Care Planning Questionnaire for Married Couple [here]
• Items Needed for Initial Client Conference [here]
• List of Documents Needed to Prepare for Medicaid Application [here]
• Medicare Intake Form [here]

Estate Planning (including Wills, Trusts, Living Wills and Powers of Attorney)

• Estate Planning Questionnaire for Single Person [here]
• Estate Planning Questionnaire for a Married Couple [here]
• Items Needed for Initial Client Conference [here]
• Supplemental Needs Trust Intake Form [here]

Estate Administration

• Estate Administration Questionnaire [here]
• List of Items Needed for Initial Conference [here]

Guardianships

• Guardianship Questionnaire [here]

Special Needs Trusts for Disabled Adults

• Special Needs Trust Questionnaire for Self-Settled Special Needs Trust[here]