Client Forms
If you are a new client, please fill out the Client Information Sheet. In addition to the Client Information Sheet, please complete the Questionnaire as indicated below. Having the Questionnaire prefilled will increase the time that the attorney will be able to spend focusing on your legal issue.
Estate Planning
If you are a new Estate Planning Client, please fill out the Estate Planning Questionnaire. If you prefer to proceed with Will planning, please review the estate planning documents we include in our Will Planning Package. If you prefer to proceed with trust planning, please review the estate planning documents we include in our Trust Planning Package.
Probate
If you are a new Probate Client, please fill out the Probate Questionnaire. 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.
Guardianship
If you are a new Guardianship Client, please fill out the Guardianship Questionnaire.
LLC
If you are a new corporate Client and wish to form an LLC, please fill out the LLC Questionnaire. In addition, please review the corporate documents we will prepare in our LLC Formation Package.