Client Forms

 

If you are a new client, please fill out the New Client Information Form. Arriving to your scheduled appointment with this form prefilled will increase the time that your attorney will be able to spend focusing on your legal issue.

If you are a new Estate Planning Client, please fill out the Estate Planning Questionnaire. Arriving to your scheduled appointment with this form prefilled will increase the time that your attorney will be able to spend focusing on your estate planning needs.  

If you are a new Probate Client, please fill out the Probate Questionnaire. Arriving to your scheduled appointment with this form prefilled will increase the time that your attorney will be able to spend focusing on your probate needs.  If the Decedent had a Will and/or a Trust, please bring the original Will and/or Trust to the appointment, along with a copy of the death certificate.  

If you are a new Guardianship Client, please fill out the Guardianship Questionnaire. Arriving to your scheduled appointment with this form prefilled will increase the time that your attorney will be able to spend focusing on your guardianship needs.