Client Forms

Thank you for considering our firm for your legal work. We realize this may be your first experience working with a law firm, so we hope these forms, checklists, and pamphlets are helpful. We certainly appreciate the opportunity to work with you and want to make sure you receive exceptional client service.

Initial Consultation

Medicaid Checklists

Client Intake Form

Medicaid Nursing Home Document Checklist

Medicaid Home Care Document Checklist

Pooled Income Trust 

Understanding the Pooled Trust

Asset Questionnaires

Probate/Administration Checklist

Client Asset Questionnaire

Probate or Administration of Decedent's Estate Checklist

Estate Planning Questionnaires

Estate Planning Questionnaire

Living Trust Questionnaires

Living Trust Questionnaire