Planning Questionnaires

To make the most of your free initial consultation, we request that you complete the relevant questionnaire in advance of our meeting. This will allow our attorney to gain a strong sense of your situation and concerns to form a strategy that may best help you. Our forms may also allow you to determine which issues you would like to discuss in detail.

If you are unable to complete the form or feel overwhelmed by the prompts, we will still honor your appointment. Our lawyer will counsel you through any difficult questions and provide you with appropriate guidance and direction.

Client Questionnaires

Please complete the applicable questionnaire and bring it with you to your initial consultation. If you have any questions or concerns, please contact our office.

  • Estate Planning – Individual ( PDF or DOC)
  • Estate Planning – Married ( PDF or DOC)
  • Long-Term Care – Individual ( PDF or DOC)
  • Long-Term Care – Married ( DOC)
  • Probate ( PDF or DOC)