New Client Documents

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

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.

• 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.

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