Client Forms

If you are a new client, please fill out the Client Information Sheet. Arriving to your scheduled appointment with this sheet 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 Questionnaire 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 Questionnaire 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 and a list of assets and debts.  

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

If you are a new corporate Client and wish to form an LLC, please fill out the LLC Questionnaire. Arriving to your scheduled appointment with this Questionnaire prefilled will increase the time that your attorney will be able to spend focusing on your LLC's needs.