Questionnaire Forms

Administration Questionnaire

Please complete this form if you are interested in probating an estate.

Elder Law (Single) Questionnaire

Please complete this form if you are single and interested in long term care and/or Medicaid planning.

Elder Law (Married) Questionnaire

Please complete this form if you are married and interested in long term care and/or Medicaid planning.

Estate Planning (Single) Questionnaire

Please complete this form if you are single and interested in estate planning (ie. Last Will and Testament, Power of Attorney, Advanced Medical Directive, etc.)

Estate Planning (Married) Questionnaire

Please complete this form if you are married and interested in estate planning (ie. Last Will and Testament, Power of Attorney, Advanced Medical Directive, etc.)

Guardianship Questionnaire

Please complete this form if you interested in pursuing a guardianship or conservatorship.

Special Needs Planning Questionnaire

Please complete this form if you interested in establishing a Special Needs Trust for a disabled individual.

Document list for initial consultation

This list indicates those documents that are helpful to bring to the initial consultation meeting.

Questions? Reach Out to Us Today.