Estate Planning Intake Form
This form can be used for individuals or families in a variety of configurations. Just indicate “N/A” in any spaces that are not applicable to you.
Guardianship Client Intake Form
This form is primarily intended to be used for adult guardianships.
Probate/Estate/Trust Administration Questionnaire
This form can be used whether the decedent had a Will, a Trust, or no plan in place.
Adoption Intake Questionnaire
Duties of an Attorney in Fact
Funeral Planning Declaration Form
A Funeral Planning Declaration is a legally binding document allowing a person to direct how their body is to be disposed of at the time of their death and what services are to be held.
COVID Waiver Form (for in-person consultations)
We are conducting the vast majority of our work remotely at this time due to COVID-19. When in-person meetings are necessary (for document signings, for instance), we ask that clients sign this acknowledgement and waiver.