New Client Documents

What to expect during your initial consultation

November 22, 2022

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

November 22, 2022
  • 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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Confidential Planning Questionnaire

November 22, 2022
  • Get a head start on your meeting with us by filling out this questionnaire.

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Do you have questions
about Elder Care
or Life Care Planning?
Fill out the form below to ask me directly!
Do you have questions about Elder Care or Life Care Planning?
Fill out the form below to ask me directly!
Brian Tully, Esq.

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Disclaimer: This is New York Attorney Advertising. This web site is designed for general information only. The information presented in this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. Prior results do not guarantee a similar outcome.

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