New Client Documents

Confidential
Planning Questionnaire

Please return this questionnaire at least 3 days prior to your free consultation so we can better serve you. Please send back in the provided mailing envelope or scan and securely upload here.

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What to expect during your initial consultation

We want to accomplish several things during your meeting with us:

•  Learn more about you and your family.
• Understand your concerns and specific needs (estate planning, paying for long term care, or protecting the family home)
•  Help you achieve your goals, perhaps asset protection, probate avoidance or Medicaid benefits, etc.
• Support and guide you if a loved one has passed.
• Determine the next best course of action for your Elder Law, Estate Planning and Life Care Planning.

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What to bring to your initial consultation

• In order for us to make the best use of our time together we ask you to try and bring the following things with you.
• Do NOT worry if you can’t locate any of the items – we will review what may still be needed at our meeting.

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Probate Checklist 2024: What to bring to your probate consultation

To better prepare for your initial Probate Consultation, use this checklist to get prepared.

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