Forms

Here are the documents that you will need to bring to your first meeting.

• Preliminary Consultation Form – INDIVIDUAL

Please take the time to tell us more about you and what topics you would like to discuss.

• Preliminary Consultation Form – MARRIED

Please take the time to tell us more about you, your spouse, and what topics you would like to discuss.

• Advance Directives Form

Please take the time to complete the Advance Directives form in order to best assist you with your Estate Planning Needs.

• Probate Intake Form

Please take the time to complete the Probate Intake form in order to best assist you with your Estate Planning Needs.